Business owners

Create a strategy to maximise your wealth and ensure your personal and business finances are working together in unison.

Running a business means you’ll already have a head full of figures. But how much thought do you give your own financial plans? Are you sure you have everything in place to deliver the future you want for yourself?

Our team of experienced planners will help you take a step back, analyse where you’re going, where you want to be and how you’re going to get there. We’ll survey your current arrangements and help you identify what might need to change for you to achieve the lifestyle you want for yourself and your loved ones.

We know that as a business owner, your business and your personal plans need to work in harmony, which is why we offer a wide scope of business and personal financial planning services.

  • Business and personal protection

    Build a strategy to protect your business, your wealth and those you love against changes to the business environment and your ability to earn.

  • Exit strategy

    Alongside your other professional advisers, we’ll help to ensure you have enough money to lead a comfortable lifestyle after the sale of your business.

  • Retirement planning

    Plan for a successful transition to retirement, at the time of your choosing, with the confidence you have enough to enjoy your life.

  • Tax planning

    Take money from your business tax-efficiently and ensure more of your wealth goes on enjoying your life today, and saving for tomorrow.

Each step of the journey explained

Life doesn’t stand still for long, meaning your needs and goals will change over time. For that reason, we encourage our clients to see financial planning as a journey rather than a destination.

The journey explained

What our clients say

Prosser Knowles Associates Limited profile

We’re featured on VouchedFor, the UK’s leading customer review site for financial advisers and planners. Our advisers’ Top Rated status on VouchedFor is evidence of the high regard they’re held in by clients just like you. Click or tap on the VouchedFor logo to read in full some of the kind comments we’ve been proud to receive.

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