Entrepreneurs

We offer expert financial advice for business owners.

We run our own business and completely understand the emotion, complexities and challenges you face. We know it’s hard to let go but it’s vital you find time to step back not only to get new perspective but to spend time with your family.

How we can help…

We can help you prepare, plan and give you the confidence to make the right decisions.

We have spent the last 15 years building a small group of other professionals (accountants and solicitors) that we work with to help make you as efficient as possible.

We can help identify financial weaknesses in your business and protect against the challenges your family and fellow business owners may face if you were to die or suffer a long term illness.

Our process is simple…

Step one

We coach

We will help you solve problems and open your eyes to what is possible in your life.

Step two

We plan

We build a plan to help you to achieve the possible.

Step three

We advise

We recommend the solutions to achieve the plan.

What our clients think

“Selling my company was a life-changing event for us as a family. We knew this would be the case but were uncertain of how best to manage a huge (positive) change in personal financial circumstances.  We were concerned about how to save and/or invest our money and what we should do to provide an annual income, what that level might look like and what sort of future we could plan for.

Barnaby and his team helped us through the process and showed us how to achieve our personal ambitions and goals, whilst giving us the reassurance about the future that we needed.  We have complete trust in him and have offloaded a significant amount of worry as a result, leaving us free to enjoy a new way of living.”