Whether you’re a consultant or running your own business, life as a director of a limited company presents unique and complex financial challenges.
As a hardworking and busy individual who strives for success, you understand the importance of organisation and strategy. However, the busy nature of your role can leave little time to plan for your own future.
Your business strategy can and should complement your personal planning.
As a Chartered and Certified Financial Planner™, the first UK adviser to obtain ISO 22222and one of VouchedFor’s Top UK Advisers of 2019, our Financial Planner Andrew Reeves is dedicated to providing exceptional advice and service. He has over 20 years’ experience in working with directors of limited companies.
We will help you to:
- Plan for your eventual retirement and achieve goals related to both your business and your future
- Review your existing pensions, savings and investments and recommend beneficial adjustments to your arrangements
- Manage your tax planning, including Income Tax and Capital Gains Tax, leaving more wealth for you and your family to enjoy
- Protect you, your family and your business from unexpected events
- Plan for the future of your wealth by mitigating Inheritance Tax as much as possible
- Coach you on an ongoing basis to ensure you stay on the right path to achieve your goals, no matter what changes life brings
Holistic planning for a business owner – Patrick
Patrick was a self-made businessman who had been recommended to us by a mutual client.
Patrick was extremely busy when he came to us for help; he had very little time spare as he was working hard around the clock on the various strands of his business. He was looking for someone to help him with the financial side of things and reduce the burden on his time, energy and resources.Read more
Our happy clients
Andrew has been my adviser for over 20 years. He was recommended to me upon the death of my first husband and has shown patience in advising me on the best way to invest my money. Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.
I’m not very financially savvy and need a plan for my savings, investments and pensions. Andrew explained everything in a very clear and understandable way. I feel happier and more organised about my finances now.
I am a woman on my own, who has not been educated on the intricacies of the financial world, so I wished to receive professional advice. Andrew Reeves is a very personable man to deal with and explains everything so well. I am absolutely satisfied with the advice I have received and trust his judgement implicitly.
I was made redundant at the age of 60 and wanted advice on taking early retirement. The Investment Coach analysed my financial position and attitude to investment risk, putting a financial plan together to enable me to take early retirement.
I was looking for a financial adviser to help me plan for retirement. Andrew used cashflow forecasting to help me understand my personal point of financial independence. I have now achieved clarity for my long-term plans. I particularly appreciated Andrew’s flexibility of approach to address my individual needs.
I wanted to know how best to prepare for retirement and manage my money. Andrew helped me set up my pension, invest my money and organise my life insurance policy. I have definitely seen the outcome I was hoping for.
I wanted an adviser that understands my situation to help me complete my family plan. Andrew gathered all information needed to understand my goals and repositioned my pensions and investments to facilitate our plan. Each annual review we discuss any changes to make sure we’re still on track.
I was looking to invest company money. Andrew helped us spread the investment and decide on the best options. He was very helpful and informative.
We had received lump sums following retirement from teaching and we were anxious to invest the money for capital growth. Andrew had a grasp of our situation and explored our attitude to risk. His language was jargon-free, and he explained the different options available to us. We feel confident that we made a reasonable investment decision and that this was appropriate for our current and future needs.