Being a business owner often means facing many unique challenges. Using our knowledge and experience of understanding both personal and business objectives, we are able to assist business owners to navigate the financial planning landscape by creating a financial plan that is tailored to your personal/business goals.
By working alongside you and your fellow directors, we are able to help shape your future, providing precious peace of mind for you and your family.
Furthermore, we are able to identify areas in which the expertise of other professionals needs to be sought, such that your interest in the business is protected and tax efficiency is maximised.
We appreciate that goals and objectives can change at different stages of your personal and business lifecycle, and by reviewing your circumstances on a regular basis, our plans can be adapted to ensure the stability of both your personal and business finances.
The areas that may need to be considered to help with business continuity when the worst of situations occur may include:
• Pensions
• Key Person Insurance
• Share holder protection
• Business Sale
We are keen to help you build, profit from and pass on a successful business that fits with your life progression requirements.
Contact CAM Wealth on 0151 832 0832*
to discuss your requirements,
or request a call back below
Alternatively you can email us at info@camwealth.co.uk
(*Please note that all calls to and from our landlines and mobiles are recorded to meet regulatory requirements)