Your business is important to you, and we understand that. If you are working tirelessly towards something that means a great deal to you, then it makes sense for you to protect it.
What is it you need your business to do for you? We want to help you and your business achieve your goals and ambitions, for your loved ones and for your future.
And what about life after or out with your business? What does your 'dream' look like? As advisers we choose the right financial tools for you, but as lifestyle financial planners, we care about your interests, dreams, and how we can make them a reality for you. After all, there is more to life than work.
‘I want to plan for retirement.’
You are working hard and putting all your effort into your business, but retirement looks a bit hazy? Or perhaps you have started thinking about:
1. When and how you want to retire
2. Realising the true value of your business
3. What will happen to your business afterwards
4. How you will spend your time in retirement
5. What value you will need from your business to the life you want
If so, here’s why you should get it touch. We’ll help you:
As part of Murphy Group, clients also have access to our sister consultancy firm Murphy Advisory, which specialises in ensuring business owners remain ‘on’ their business rather than ‘in’ it. Contact us to see how we could add value to you and your business.
‘I want to be clearer about my investment options.’
For most business owners, their business is their largest asset, and therefore it should be treated as such. With the right advice, investments can help you with your growth plans.
Get in touch if you would like to:
As part of Murphy Group, clients also have access to our sister consultancy firm Murphy Advisory, which specialises in ensuring business owners remain ‘on’ their business rather than ‘in’ it. Speak to us to see how we could add value to you and your business.
‘I want to protect my loved ones, and my business.’
It’s always good to be prepared, regardless of what life may present you with.
We will ensure you, your loved ones and your business are protected should the worst happen. This could include:
What matters to you will matter to us, because we are here to help you achieve the life you want. Find out how we can help you protect you and what you care about.
‘I want to be tax-efficient’
Tax can be complex when it comes to your personal finances, let alone for your business. It is probably the last thing you would like to think about when trying to run your day-to-day business operations.
No matter how much many of us don't want to think about tax, it admittedly has a huge part to play in all our finances. We'll remove the confusion of financial jargon for you and help you with:
Don’t let tax take control of your day-to-day business operations. Speak to us to find out how to take back control.
‘I want to pass my wealth on to those that I care about.’
You’ve worked hard to build a business and a legacy that will help you build a future for your next generation. Why stop there?
It’s important to know what your options are. That's why we think about succession planning in two stages:
Stage 1: How to make the wealth from you and your business last
Stage 2: How to pass your wealth or business on to the next generation
Whilst Inheritance Tax is important, we ensure you and your business are looked after first.
Speak to us to find out how to maximise you and your business’ wealth for future generations.