Consultation
Business Owner Financial Review
Separate personal wealth from company cash so directors can plan drawings, pensions and protection with confidence.
From £650 · Quoted after a short scoping call; typically from £650
Owner-managers often leave personal planning until tax season. We look at drawings, director pensions, and how company cash flow supports household goals without starving the business. Accountants remain in the loop for tax detail; we focus on the personal money side.
Who it suits
Limited company directors and partners who mix personal and business finances
Outcome
A personal plan that accounts for salary, dividends, company pension contributions and key-person risks