Services for Businesses
Why do business owners need financial advice and how we help. For many business owners, the venture that they set up becomes the pension they will rely on when it comes to selling the business. In this common scenario, it is necessary to put in place certain provisions that can protect the business should certain adverse events occur.
Why business owners need financial advice
Business owners - Case studies
Business Owners. When you’re running a business, there just aren’t enough hours in the day. You’ve put time, effort and money into the company. Not surprisingly, the more it succeeds, the more complex financial management becomes. And while you’re busy running the company, your own personal financial management may not get the attention it deserves.
We specialise in advice and guidance for both your business and your personal finances.
We will work closely with your existing professional advisers, helping you make the most of your business assets, and your personal assets. We look at your financial landscape as a whole and create personal and business financial plans that will help you achieve your future goals.
Stephen Knight - Pimento Agency Network
Providing a comfortable lifestyle for raising a family was Stephen’s primary motivation for starting a business, not pursuing wealth as an end itself. Geoff and Wilcox Day work with business owners to identify their personal priorities and motivations. What does an owner need to realise from their business financially to achieve their life goals and therefore, what plan is needed to get there?
Stephen Carson - Signal Hill Partnership
Providing a comfortable lifestyle for raising a family was Stephen’s primary motivation for starting a business, not pursuing wealth as an end itself. Geoff and Wilcox Day work with business owners to identify their personal priorities and motivations. What does an owner need to realise from their business financially to achieve their life goals and therefore, what plan is needed to get there?
Neil Dudman - Children’s Nursery Owner
How planning can help reduce risk by spreading financial resources across asset classes rather than having all eggs in one basket. With help from Wilcox Day, Neil Dudman, owner of five nurseries, spread risk across his businesses and created a financial plan that had been on-hold for more than 20 years, following a poor experience at the start of his working life.
