Guidance from a financial adviser in the UK for a flat fee
For self-employed people and small company owners
Get more from the money you earn
If you’re self-employed or a company owner in the UK then building your personal wealth is more complicated than if you’re employed - but you also have more tools available to build your wealth.
Lots of people don’t know things like how to pay themselves tax efficiently, what to do with their pension, how to leverage their business expenses, how to invest through their company - or if it’s worth moving from a sole trader to a limited company in the first place.
These people normally miss out on a lot of money so we’ve created a service where you can get support from a financial adviser - and you can pay for it through your business so it’s tax efficient.
What you get
You’ll have an introductory video call with your financial adviser who will learn more about you, your finances and what you want to achieve.
You’ll have a planning session where your adviser will help you navigate your key decisions, answer your biggest questions, and explain how you can make the most of your money.
Your adviser will build your personal financial plan, including creating your cashflow forecasts (e.g. can you retire at 60?)
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.
Money back guarantee
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!