Business owners
Building a robust financial plan
Running a business is incredibly rewarding, but often leaves little time for anything else. By working with us, you can ensure both your personal and business finances get the equal focus they deserve.
You may be thinking about your retirement or other plans that will have major implications for your business. No matter what you have in mind, we will make your goals attainable and give you peace of mind about what the future holds.
Would you like to…
Build a plan tailored exclusively to you as a business owner?
Set up corporate benefits that support your business?
Understand how to efficiently reduce your tax burdens?
Know what your options are for your business when you retire?
Here’s how we can help
Delivering goal-based planning
We want what is best for you and your business. To deliver this, we create a bespoke plan based on your goals and visions for the future.
We look at your business through a new set of eyes and explore further your personal and business goals.
Providing tax-efficient solutions
Your business may currently be in a phase of high growth, or you might be preparing for a sale or retirement. Whatever the circumstances, we can work closely with your existing professional advisers to help arrange your finances tax efficiently.
We will have regular meetings to discuss your finances and ensure they are still aligned with your goals as your business develops.
Protecting your family and income
As a business owner, it is crucial that you take steps to protect yourself, your family and your business against any monetary loss.
We provide clarity and will effectively decide upon the right option for you, explaining everything along the way.
Solutions for your business
Our business clients can benefit from advice on aspects such as corporate benefits, including group pension schemes, health cash plans, death in service, private medical insurance and income protection schemes.
Don’t just take our word for it. Hear from our clients
of clients would recommend us to other people they care about
believe that we’ve helped them to achieve their financial goals
were satisfied with the speed of response from our support team
Your journey: step by step
Take the first step towards transforming your finances and come on a rewarding journey with us. We follow a five-step process that keeps you informed at every single stage, so you know you are always heading in the right direction.
Your JourneyThomson Gray Wealth Management Limited is registered in England & Wales no. 07596937. Registered office, 4 Duncan Close, Redhouse Square, Moulton Park, Northampton NN3 6WL.
Authorised and regulated by the Financial Conduct Authority. Thomson Gray Wealth Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 564126. If you wish to register a complaint, please write to us at the address above, call us on 01604 499134 or email us at enquiries@thomsongray.co.uk.
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2022 Thomson Gray Wealth Management. All rights reserved.
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