A business owner

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Our business owner and entrepreneurial clients have one thing in common: they don’t have enough time!

We understand that your focus is on building your business. Your day-to-day concerns are about cash-flow, people and the competition, not how and when you’ll retire.

However, there are many ways that your business could be helping you with your financial plans, which includes your retirement. Different options for exiting your business and various pension structures could make all the difference to your lifestyle once you do decide to stop working.

However, your time is precious. We understand that when you’re so busy, you simply may not have the energy to deal with your finances.

We’re here to make sure that you make the right financial decisions. We will:

  • Meet you in person (or over the phone/video if you prefer) and discuss your current situation and what you want to achieve.
  • Use cash-flow and lifestyle planning to identify where you are now financially, and where you want to be.
  • Gather all of the information regarding your pensions, investments, mortgages and other loans to get a full picture of your current financial health.
  • Help you to protect your business in the event of the death or illness of existing shareholders and/or key individuals within the business. This will help to ensure your business continues to function should the worst happen.
  • Put together a plan which will help you to meet your current needs and reach your financial goals. A financial plan will help in saving you a lot of time and effort which would otherwise be spent worrying about what you can and can’t afford to do. Follow the plan and you’ll have the clarity and confidence you need to enjoy your lifestyle now and in the future.
  • Regularly review your plan. We know that things change! So, it’s important to review your plan and make sure that it’s still working in your current situation and future plans.

To find out how we can help you, please get in touch.

Meet our financial advisers

Picture of John VaradyJohn VaradyIndependent Financial Adviser

Picture of Jason RickettsJason RickettsIndependent Financial Adviser

What our clients say

Take a look at some of our client stories and find out why they’ve chosen us as their independent financial advisers.

I met Jason Ricketts some 15 years ago when he managed to put all my employment pensions together. My pension now works far more efficiently and performs very well. I would recommend him and his team to anyone.

Jeffrey Wright, London

I have been working with John for over 15 years. Working within the Reassurance Industry keeps me incurably busy, but John is able to work around these commitments to ensure I am regularly updated on my financial plans.

Charlie S, Brentwood Essex

At the outset John completed a full review of my financial circumstances while I was working offshore, putting forward a recommendation based on my plans to retire in the UK. The service he provides is excellent and one that I have come to rely on.

Richard W, Northamptonshire

I have found them extremely helpful, competent and professional and key for me, patient and willing to listen. They explain things clearly and will take the time to analyse and discuss the options. Not being tied to any particular product they include a diverse range of options, but a clear rationale for their recommended choice.

Lloyd Tunnicliffe, Bishop's Storford

I’ve been working with John for 30 years. During that time, I have had children, moved to a new house, job and country several times. At every stage, I’ve had someone to help me think through my personal ambitions and lifestyle choices and to identify the best investment opportunities.

Richard O, Esher Surrey

One day an article about my old company caught my attention and I read in horror about a potential issue with its pension fund. After discussing my concerns, Jason found a solution which took into account my current status as a resident in Spain and, more importantly, my need to secure the pension that I had worked so hard for.

Alison Hook, Murcia Spain

Placing your financial future in anyone’s hands is a major decision and is ultimately underpinned by trust. I liked John’s understated sense of experience, solid track-record and the clear depth of market knowledge that was evident. No sales pitch and no fast talk! Regular check-ins have provided reassurance and updates to the investment portfolio have made all the difference.

Rupert Young, Dubai

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