On life’s journey, you have countless options.
We offer you A and B.

Admittedly, it’s become a cliché in recent times. But as a way to describe our clients’ ever-evolving financial circumstances, journey, is pretty apt. Especially as we guide them along the way. From managing and driving their established businesses to exit; and beyond.

We’re a different type of professional service. We’re interested in where you aspire to be and how we help you get there. The world of finance can be complex, confusing and frustrating. We don’t expect our clients to be the experts, that’s our job. We prefer to keep things simple, for our clients, at least; for us, it’s a rather different matter. We cater for your diverse needs with one of two offerings.

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Meet The Team

 

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.

When you exit your business, we’ll come with you.
As our clients leave their businesses, they make the transition from Simply Business to Simply Wealth. Because their departure doesn’t mean the end of their ambitions or long-term goals.

We notice that you’re not a spreadsheet.
As well as assessing the true value of your wealth, we’ll discover what your aspirations are. Nurturing and protecting your wealth within your own lifetime and for future generations to come. In other words, we’ll look far beyond the numbers. Useful though they are, they’re limited in what they can tell us about you.

Your final decision needn’t be final.
We don’t expect you to chisel your wishes into granite, though. Minds, like circumstances, can change. And often should change to enable you to live the life you love. If you were to decide that a life of leisure wasn’t really for you only weeks after embracing it with enthusiasm, you wouldn’t be the first of our clients to do so.

As your trusted advisor, we’ll keep close to you, your numbers and your plan ensuring that we’re taking advantage of the best available opportunities for you.

Our Simply Business clients invariably make the transition to Simply Wealth. Because we have an excellent record for retaining clients.
Contact us, and you’ll soon discover why that is.