Business owners

Your commitment to your business might have meant you’ve not been able to give your personal financial plans as much of your time and focus. This can be a worry when you know that planning is the key to success.

Whether you’re looking for some help planning an exit strategy, retirement or business sale, or you want to explore strategies for taking money out of your business more tax-efficiently, we can help by providing joined-up, holistic financial planning services that align your business and life goals.

Here’s how we will help you

We always tailor our work to clients’ specific personal goals, aspirations and circumstances. However, that work will broadly include:


Planning your future

By exploring questions such as “Why are you in business?” and “What is your end game?”, we can help you sharpen your focus and find solutions that deliver on both your unique business and personal goals. We are also happy to collaborate with your other professional advisers to provide “joined-up” working and “big picture” planning.


Tax planning

By looking at your allowances, your retirement planning, and your business taxes, we will help you structure your finances tax-efficiently, identify any previously missed tax-planning opportunities, and build a strategy that allows you to enjoy the lifestyle you want without damaging your business goals or incurring an unnecessary tax bill.


Planning for sale

You may still be mulling over your options or midway through a sale process. Wherever you are currently, we will help you work out the price you need to obtain to achieve the lifestyle you want post-sale and together build a roadmap that allows you to confidently move on to the next stage of your life.


Retirement planning

You may have questions about retirement and what that means for your business. Questions such as “Will I need to sell my business to achieve the retirement lifestyle I want?” and “What are my options for my business when I retire?” With the help of cashflow modelling software, we will create a vision and a plan for the retirement you want to achieve.

The journey to get you there

How do we get you from the initial conversation to the realisation of your financial and lifestyle goals? Take a quick trip through the financial planning journey.

Your journey

See what our clients say

I was coming up to retirement and didn’t know what to do or what my options were. Daniel was excellent at explaining my current situation and how I could retire. It’s been an excellent service, and I couldn’t have done it without him. Great value for money.


Daniel calmly took me through the various scenarios and offered up a solution that met both my immediate, medium- and long-term requirements.


Daniel showed me ways to save and invest my money properly while still having enough to live an active life.


Daniel has assisted with all aspects of financial planning for retirement. We have found Daniel very approachable and have received very prompt and detailed responses to the advice we have sought from him.


I was looking to save for the future by investing my money in stocks and shares. Daniel and the team provided great support and guidance with my investment portfolio.


I would highly recommend your firm. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf. I could not have managed without your whole team. Thank you all so much.


Expertise in financial management, a proven record of success, professionalism and trustworthiness.


Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends.


I always feel confident that whatever advice I receive, it has been carefully considered to suit my individual circumstances. It is also comforting to know that if I have any worries I can pick up the phone and someone will be happy to help me.


57 North Financial Planning profile