Are you a business owner aged 50 or over? Let's have a zero cost initial consultation...
Is your goal to stop working and sell your business in the next 3-5 years?
I'm a business and personal finance adviser with over 20 years experience helping individuals protect and grow their wealth.
Uniquely, I take your business into consideration when advising you on your personal finance, to deliver one over-arching holistic plan which covers all areas of your wealth. Including, but not limited to, maximising the post-tax sale value of your company.
By doing this I can deliver a range of risk and tax reductions, plus some interesting investment opportunities not available to non-business owners and often missed by other financial advisers.
If this sounds of interest and you'd like to take advantage of my short term offer of a free initial call, please get in touch
Gareth
Business & Personal Tax
Exit Planning
Personal Financial Planning
Retirement Advice
Wealth Management