Business owner leading a planning discussion with their team

BUSINESS OWNERS

Your business and your own money, planned as one picture.

For business owners, the two are rarely separate. We help you plan them together, so both are working for your future.

Business owner leading a planning discussion with their team

BUSINESS OWNERS

Your business and your own money, planned as one picture.

For business owners, the two are rarely separate. We help you plan them together, so both are working for your future.

Business owner leading a planning discussion with their team

BUSINESS OWNERS

Your business and your own money, planned as one picture.

For business owners, the two are rarely separate. We help you plan them together, so both are working for your future.

A considered plan

Your business and your future, together

Your business and your future, together

When you run a business, your own finances and the company’s are usually tied more closely together than you realise.

When you run a business, your own finances and the company’s are usually tied more closely together than you realise.

Decisions about one affect the other, whether or not you have planned for it that way, and it is easy for your own long-term planning to take a back seat to the day to day. We help business owners step back and look at the whole picture, so the business supports the life you want rather than only the other way round.

Decisions about one affect the other, whether or not you have planned for it that way, and it is easy for your own long-term planning to take a back seat to the day to day. We help business owners step back and look at the whole picture, so the business supports the life you want rather than only the other way round.

What people come to us about

The questions behind the plan.

The questions behind the plan.

Most people arrive with one of these three. Any of them is a good place to start.

Most people arrive with one of these three. Any of them is a good place to start.

Paying yourself well

“What’s the most efficient way to take money out of this?”

Salary, dividends and pension contributions, balanced for the business and for you personally.

Paying yourself well

“What’s the most efficient way to take money out of this?”

Salary, dividends and pension contributions, balanced for the business and for you personally.

Planning your exit

“I’d like to sell up in about five or six years’ time.”

What to put in place now so the business is worth more and the sale is simpler when it comes.

Planning your exit

“I’d like to sell up in about five or six years’ time.”

What to put in place now so the business is worth more and the sale is simpler when it comes.

Looking after your team

“I want to offer the staff a pension that is worth having.”

Workplace pensions and benefits that meet what you owe them and are genuinely worth having.

Looking after your team

“I want to offer the staff a pension that is worth having.”

Workplace pensions and benefits that meet what you owe them and are genuinely worth having.

Open water and cloud at first light

What happens next

From first conversation to a plan that works.

From first conversation to a plan that works.

The same four steps whatever you come to us about. Select one to see what it involves.

The same four steps whatever you come to us about. Select one to see what it involves.

1

A first conversation

A first conversation

No charge, no commitment

We start with a conversation rather than a form. Tell us where you are and what has prompted you to think about planning, and we will tell you honestly whether we think we can help, and how.

Nothing to prepare and nothing to bring

An honest answer on whether we can help

Questions, answered

A clear answer, before you need it.

No questions have been added yet.

Free guide

Take the thinking away with you.

Take the thinking away with you.

A plain-English guide written by our planners. No jargon, and nothing you have not asked for.

A plain-English guide written by our planners. No jargon, and nothing you have not asked for.

See more guides

PDF ·

13 pages

Your money and your business, explained

For business owners whose money sits in the company. How to take it out, protect it, and plan an exit.

The ways to take money out, and what each costs

Protection for the business and for your family

Planning the exit, years before you sell

We use your details to send the guide and, where helpful, to put you in touch with your nearest office. We will not share them with anyone else. See our privacy policy.

Soft daylight across a ribbed wall

Get in touch

Want your business and your future planned together?

Have a conversation with a planner who understands both sides of the picture.

Soft daylight across a ribbed wall

Get in touch

Want your business and your future planned together?

Have a conversation with a planner who understands both sides of the picture.

Soft daylight across a ribbed wall

Get in touch

Want your business and your future planned together?

Have a conversation with a planner who understands both sides of the picture.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.

Absolute Financial Management is authorised and regulated by the Financial Conduct Authority, FCA Number 401135. Registered in England and Wales 05027747. Registered Office: Rear of The Bull Yard, 75 High Street, Ashford, Kent, TN24 8SN. This page is intended for general information only and does not constitute personal financial advice. The value of investments can fall as well as rise. Past performance is not a guide to future returns.