Financial Planning for Business Owners

Our Business Owners Support Service is designed to help directors and business owners make better financial decisions.

For those who are in a senior management role or own / manage a small business this service is designed to save you time to focus on your business and give you peace of mind that you are working with a planner who can ensure you can achieve your goals and objectives.

Our financial planners will start by looking at where you are today, and where you want to be in the future. Then we put together a financial plan that helps you get there.  We’ll consider any barriers that might stop you achieving your longer-term plans, working closely with you to set up the actions you need to take to achieve your goals.

Because life often gets in the way of even the best plan, our regular review meetings will help you stay on track.   We will be the partner for your financial future, offering advice and a second opinion on any matter which may impact your future lifestyle.

UNSURE IF WE CAN HELP?

If you are not sure whether our services can assist you, why not come in and see us or give us a call? Your first appointment is completely free of charge. We will inform you of all the costs involved prior to carrying out any work on your behalf.

Forms of payment vary dependent upon the type of work we carry out but in most circumstances charges can be deducted from the plan or investment.

Based in Horncastle, Lincolnshire, FH Manning Financial Services Ltd is a totally independent company that is owned by the current directors. All of our directors have their own area of expertise and play a pivotal role in the daily running of our business.

Please feel free to set up an appointment with Claire Markham using the link below to her online calendar.

https://calendly.com/independent_advice/financial_clarity

01507 527 383
Claire Markham: clm@fhmanning.co.uk

THE SERVICE INCLUDES:

Looking to the future
  • Support with exit strategies and succession planning
Tax Planning
  • Providing tailored advice in conjunction with your other professional advisers
  • Advising on the tax efficient cash extraction from the business
  • Using Pensions for Company Directors and owners as part of retirement planning and tax efficiency
  • Offering access to Self-Invested and Small Self administered Schemes to facilitate commercial property purchase within a pension wrapper
Cash Management
  • Advice on cash management for the business, simplifying your asset base
Business Protection
  • Advice on protection for cross options agreements and Director protection
Second Opinion Service
  • Advice on any other matter, where a second opinion is needed
Regular meetings
  • Annual meetings tailored towards the end of the financial year end to advice on any end of year tax planning
Contact Commitment
  • Telephone & email contact available
  • Annual meetings at our office or yours
  • Preferential Response to phone calls and emails
  • Regular newsletter by email
Personal Advice Service
  • Advice on a regular basis on your personal investments and pensions
Reporting
  • Summary report & valuation on an annual basis
  • Additional valuations at cost
  • Fixed fee for service issued at the annual review
Professional Service. At an additional cost
  • Providing annual updates to your accountant or other professional advisers
  • Supplying tax year end information
  • Recommending Other Professionals as the need arises
Remove the Hassle Service
  • To sort through any paperwork that you receive on an annual basis, ensuring you only retain the essential documentation.
Your commitment
  • To share your outlook for the future and be willing to discuss your needs and objectives
  • To update us on any changes to your circumstances at the first available opportunity
  • To provide us with full information on your income and expenditure, attitude to risk and objectives and requirements
  • To provide us with full information on any existing investments, pension plans, life insurance and other products
FH Manning