Running a business is hard work, and we'd like to help take some of the weight off with our tailored financial planning package for business owners.

Financial planning for business owners

Financial planning for your business.

A comprehensive plan to keep your business on track financially, so you don't have to worry.

  • Relevant Life Plans

  • Investments

  • Self-invested Personal Pensions

  • Private Medical Insurance


Financial planning for your employees.

Employee benefits are a great way to retain and attract new employees to your business.

  • Income Protection Insurance

  • Self-Invested Personal Pensions

  • Retirement Consultations

  • Private Medical Insurance


Get financial advice from the comfort of your own home! Start the process by getting in touch and then filling in our online questionnaire. We review your information, analyse your plans and discuss with you your financial plan.


Alternatively come and meet us at one of our offices or a convenient meeting spot. We will complete a factfind with you, analyse your plans and present to you your financial plan. 


I needed to put my house in order. Aimee set up a protection policy for me and gave me advice on the best options to suit my circumstances. In my case, the advice and product was exactly what I needed.

Thanks for your help Aimee, glad everything is in place and I am reassured I have the right policy.

Anne, Durham

Get in touch

We can have a discussion with you on the phone, through email, online or in person - whatever suits your personal preferences.  Just get in touch with us and we can book in your meeting.

Give us a call

0191 380 4106