We ensure we have a thorough understanding of issues affecting you as an individual and as a business owner:
We aim to understand both your personal and your business aspirations and is an extremely useful part of this process for you and for us as your adviser.
We aim to have a full understanding of your business activity, the goals you set for the business and the market in which your business operates.
If your business is owned and/ or managed by more than one family member, this can create very different issues from those arising in other businesses. We obtain a full picture of the family structure, enabling us to provide focused financial and tax advice accordingly.
Your Asset Portfolio
It is important for us to understand your wider portfolio in addition to your business ownership. We track wealth creation and retention, providing us with a complete record of your asset portfolio, including policies and investments, enabling us to provide timely and effective advice.