Consultation

Business Owner Wealth Planning

Planning for directors and partners who need to balance company cash extraction, pension contributions, and personal goals.

Owner-managers and partners in professional firms who want personal wealth plans that respect company cash flow.

Fees: From £2,200 depending on company structure and number of directors involved.

For a full household plan that ties this work into pensions, tax wrappers, and longer goals, see our whole-of-life financial planning engagement.

Ask about business owner wealth planning

We typically reply within one working day. We will confirm suitability before any fees are agreed.