Independent financial planner · Based in the South West, working UK‑wide

Financial planning for business owners

Spare company cash, and the best way to take money out. I help business owners plan for life now and later, alongside the business.

What a plan looks at

  • Spare cash sitting in the company, and what it could do for you.
  • The best way to take money out, now and later.
  • Your pensions, ISAs and savings alongside the business.
  • When you could step back, and what you’d need.
  • Protection for you and your family.

How it works

We start with a free 45-minute first meeting, in person or online. I then map out your finances year by year, now and with the plan, and review your tax. You get a written report, and we go through it together. If you go ahead, I handle the paperwork, new accounts and transfers. More on how it works.

What it costs

  • FreeFirst meeting, 45 minutes, in person or online
  • £2,000for a full plan. You only pay for the parts you need
  • No minimumto invest. Planning and investments are separate

Company money counts as a complex investment, which adds 0.30% on that part. Work out your fees with the calculator.

The Financial Conduct Authority does not regulate some aspects of Trust, Tax and Estate Planning. See the risk warnings.

Questions people ask

I have spare cash in my company. Can you help?

Yes. A plan for a business owner looks at spare company cash and the best way to take money out, alongside what you want now and later.

How are company investments charged?

Company money counts as a complex investment, so 0.30% is added to the implementation and management fees on that part. Everything else is charged the same way as for anyone else, and every fee is agreed in writing first.

Do you provide tax advice for my business?

InTime Financial Planning does not provide tax reporting advice; any tax-related planning discussed forms part of a holistic financial plan, and you should seek specialist tax advice where appropriate.

Book a free first meeting

Pick a time that suits you. No jargon, no pressure, no obligation.

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