SELF EMPLOYED & BUSINESS OWNERS

Often someone who is self employed or a business owner will have less financial supports than if they were an employee with another company.

W H Y ?

We believe that when someone makes the decision to be self employed or start a business, they should benefit from the same support and benefits that their friends and family dom in their jobs.

Pensions, Death In Service lump sums, Sick pay for long term illness. These could and should be benefits. And if you are still not sold, they are highly Tax Efficient

PENSIONS

Pensions are one of the best and most tax efficient ways of extracting profits from a business for the owners. Pension schemes designed specifically for owners provide flexibility to pay in what you can, when you can, acknowledging the ebb and flow of running a business

PROTECTION

You can pour everything you have into building a successful business, and if life throws a curve ball at you and your health demands time out, what will happen? Lump sum and monthly income supports are available through insurance companies and attract tax relief, allowing you to protect you, your family and your business

  • Flexible Pension solutions designed for self employed & business owners
  • Death In Service plans to provide for family
  • Life Insurance for directors / owners / to protect the business if a shareholder dies
  • Comprehensive Income Protection plans to help your family & your company

AT A GLANCE

SUPPORT FOR

  • PENSIONS
  • INCOME PROTECTION
  • DEATH IN SERVICE
  • LIFE INSURANCE FOR
  • PARTNERS

WHY CHOOSE US

GAIN

Start gaining from the tax efficiencies and investment returns your money can benefit from

CONTROL

Its your money and you can change how much you put in and where it goes

CONFIDENCE

It doesn’t have to be complicated. Good advice means you can have a clear plan and be confident in it.

OUTCOMES

Accumulate your money, maximise the benefits available & enjoy the outcomes of having more money in retirement

Ready to talk?

We are here to answer your questions and give you the information and confidence you need to take control of your money matters