Helping you develop a financial plan that aligns with your business and personal objectives
Running or managing a company is typically a time-consuming and complex affair that takes up most of your time. Subsequently, being able to assess and plan your personal financial and wealth planning can be extremely difficult.
At Nelsons, we understand the unique financial challenges and opportunities that business owners and executives face and can help you maximise the rewards available to you and your family to benefit your life. Whether you’re a business owner, executive, or entrepreneur, we have the expertise to guide you towards financial success.
contact us todayFinancial advice for business owners and executives – How we can help
Our dedicated team of financial experts in Derby, Leicester and Nottingham, which is authorised and regulated by the Financial Conduct Authority, provides a bespoke, unbiased, and cohesive strategy that incorporates all aspects of your professional and personal life.
We can help you work out how many more years you need to work before you can afford to retire, or if you were to sell your business, would you be able to use the proceeds from the sale to fund the rest of your life.
We can develop a comprehensive financial plan that aligns with your business and personal objectives, taking into consideration:
- Your overall plans so you know when you can exit the business being able to afford the lifestyle you choose.
- Planning for your exit in terms of tax and how to manage the proceeds to fund your lifestyle.
- Extracting funds from the business and managing remuneration in a tax-efficient manner and building up funds separate from the business.
- Putting suitable keyman, shareholder and income protection to cover unforeseen events.
- Make sure you maximise the use of pensions and other allowances.
- Managing the proceeds to any incentive plans, RSUs etc in a structured, tax-efficient manner.
- Investing funds whether within the company, in your pension or from sale proceeds to achieve your overall goals.
Our experts work closely with you to create a customised strategy that addresses your professional and personal short-term needs and long-term objectives.
We factor in the uncertainties that life can bring, and work with you to build investment solutions that meet your needs, providing a truly valued service.
Please note:
- The Financial Conduct Authority does not regulate Tax, Trusts, estate planning, cashflow modelling or Will-writing.
- The value of an investment and the income from it could go down as well as up. The return at the end of the investment period is not guaranteed and you may get back less than you originally invested.
Why choose Nelsons?
Expertise – Our team consists of seasoned financial professionals with a proven track record of helping business owners and executives working in a variety of industry sectors succeed.- Holistic service – Working alongside our various legal experts, which includes our Corporate, Employment Law, Commercial Property and Wills and Probate teams, we can provide comprehensive advice and support.
- Client-centric approach – Your success is our priority. We prioritise open communication, transparency, and long-term partnerships.
Testimonials
Financial advice for business owners and executives – Contact us
If you would like more information concerning the financial advice that we can provide to business owners and executives, please contact us via our online enquiry form or call 0800 024 1976 for a guaranteed response.