Simply Business
Supporting your established business through to exiting your company.

From established to getting out.
With Simply Business, we can cover the key stages of your working life. From the time when all that hard work has started to pay off and you have a solid customer base delivering regular revenue, to your eventual exit from the company.

You’re a one-off.
And so’s everyone else.
People don’t fit easily into pigeonholes. You’re unique, so it’s not about the slavish adoption of a process or application of a formula. To get the best results for you, we must first find out what makes you tick, what your hopes and dreams are. Who and what are important to you in your world.

By understanding your goals and objectives we can provide a plan that will turn your dreams into reality. Leaving you free to concentrate on running your business and enjoying your life, secure in the knowledge that you have experienced, wealth enhancing experts working on your behalf.

We need to understand you: what makes you tick, what your life looks like when it’s the best it can be, the people in your life and how everything fits together in your world. We spend as much time as necessary to build this picture, as this is the first and most important part of the process.

Organised, structured and simple.
With multiple touchpoints and regular access to an advisor, we take the time to understand you, your business, your finances and goals. We spend less time talking about what we do and more about listening to what you do. And, what’s important in your life and what you want to do in the future. What is your vision for your ideal future life? When do you want to retire? How much do you need to live a life that you love?

The focal point of this is through your Annual Planning Meeting where you will have access to our technology platform that brings your entire financial life in real time together in one place:

  • Get up to date and review the year gone to build your current financial position.
  • Look to the year ahead and make a plan going forward that will keep you on track to meet your goals.
  • Look at your current investments, savings, pensions, property, banking, mortgages, credit cards and insurances and assess how these fit in to your plan.
  • Review cash flow forecast.
  • Assess tax situation.

The Annual Planning Meeting is just the start. With our support and advice you’ll be in control of your finances safe in the knowledge that there is a plan in place to deliver those future goals. We will:

  • Design, build and implement your growth and/or exit plan.
  • Work closely with you and your family through to succession.
  • Provide investment advice, business protection and regular tax-planning services.
  • Offer access to our network of specialist professionals and connect you to our other clients who could help your business.
  • Provide exclusive access to our corporate golf facility and offer membership to our investment club.