Business Owners

At Grow Financial, we understand that for Business Owners, personal financial planning takes on a unique set of considerations. While you are busy building your business, you want to make sure you are making the most out of the opportunities available to you. You have been good to the business, generous with your time and effort and so you want to make sure it is good to you. You need financial guidance from an expert. Someone who can work seamlessly with your other professional advisors (Solicitor, Accountant and Tax Advisor) to ensure a cohesive approach to all advice delivered. 

Our Grow Full Circle Service was created with you in mind. Brought to you by experts who understand your unique needs. Each of our founding CFPs has over 20 years of experience which we combine with the latest tools to model personalised, lifelong cashflows. This is key to helping you understand the likely impact of each of your financial decisions. We help you make informed decisions, manage resources efficiently towards a sustainable financial future. 

How we can help you? 

  • Guard:
    • Protect your income and assets in case you can’t work. Specified Illness Cover (SIC, Serious Illness)
    • Protecting your key people
    • Co-Directors
  • Guide: 
    • Tax efficient Wealth Extraction
    • Business Succession Planning Selling your business
    • Early Retirement
    • Inheritance planning (Estate Planning)
  • Grow:
    • Children’s Education
    • Passive Income strategies
    • Retirement Planning