Financial guidance for company owners and self-employed people in the UK
Most people running their own businesses miss out on a lot of money
And you don’t know what you’re missing until someone tells you. We’re talking about things like:
Pay yourself tax efficiently to maximise how much you take home.
Making the best use of your pension.
Putting the excess money in your business to work to build more wealth.
Moving from a sole trader to a limited company.
We face these problems in our businesses so we’ve created a service where a financial adviser will help you make the most of the money in your company and ultimately get it into your pocket.
Unlimited guidance from a financial adviser
How it works
You’ll be matched with your financial adviser who will learn more about you, your business and your personal finances.
You’ll arrange your first planning session which will take place over a video call where your adviser will explain the different ways you can make the most out of of the money in your business.
Your adviser will build your financial plan, answer your biggest money questions and create your cashflow model which you can use to figure out big decisions, like if/when you can retire.
You can get unlimited guidance from your adviser over email, phone, video calls etc. so whenever you have a question you can just reach out.
Every year you’re subscribed you’ll get a new major planning session to see how you’re doing against your plan and make adjustments.
Make the most of your business earnings
We’re so confident that if you don’t think the service is worth it after your first planning session then we’ll give you a full refund.
Plus, you can pay through your company so it’s tax efficient
This is what happened to Jamie who worked in the NHS for 25 years before going self-employed
Tom really helped me get my head around the whole self-employment thing. One big takeaway was understanding how to manage my pension through the company. Leaving the NHS, I was pretty concerned about losing an amazing pension, as it was a major perk.
So now I'm paying into a SIPP, which is basically me taking care of future-me.
Tom also cleared up what expenses I could claim. That's been a game-changer, because I was previously paying out for things like professional registration, indemnity, uniform, and travel. That guidance has saved me at least £6,000 a year.
I've finally got a financial strategy in place, which is something I've never really done before. I've mostly been living hand-to-mouth for my whole career. Going forward, I'd love to use your financial services to help me aim for a comfortable retirement in 10-15 years.
Honestly, our meetings, listening to the podcasts, and watching your YouTube videos have turned a subject I used to avoid like the plague into something I'm genuinely interested in. If you'd told me five years ago I'd be spending my free time on financial content, I'd have thought you were crazy!