Business owners and entrepreneurs

Journey to success with Crowe Financial Planning UK Limited

Long-term success can be largely attributed to having a strong financial plan and solid foundations in place.

By working with our specialist consultants, you can strike a balance to ensure those other aspects of your life are brought into focus, that you are on the right track to harnessing the opportunities and minimising the risks within your situation to achieve the most out of your dedication and hard work for both you and your family.

Difficult decisions and responsibilities may arise during your financial journey.

There will have been sacrifices made, long hours, lost weekends and missed social occasions.

You will have existed in a pressurised and fluctuating position throughout your business journey.

Demands on your time could mean your personal life and finances have taken a back seat.

"I'm convinced that about half of what separates the successful entrepreneurs from the
non-successful ones is pure perseverance."

Steve Jobs, Co-founder, CEO, Chairman Apple Inc

How we can help?

With a large amount of wealth, there is a level of complexity involved, which can feel extremely overwhelming.

Protecting you

We understand, that with a business taking a lot of your focus, your personal protection position may have been overlooked.

Having the right protection in place ensures that in the worst case scenario, you and your family will have continuity and additional security giving you peace of mind .

Protecting your business

Your business could be your largest asset and can take years of hard work to build. Ensuring continuity during unpredictable situations such as ill health of a key player is an important step in securing your success story.

We can plan for these scenarios to secure the foundations of your business growth journey.

Diversification

Striking a balance between giving the business enough resources to grow whilst feeding into your ‘personal’ wealth is going to help you on your journey to success.

This can support the transition should you plan to exit the business in the future, as you have your own personal structure to support your succession plan.

Employee benefits

With the employment market becoming more competitive, a good employee benefits package may mean the difference between high or low staff retention.

We can help establish group pension schemes, group protection schemes including private medical. We understand that having the right people in your business is essential on your success journey.

Meet our Financial Planning team

Helping secure your future financial objectives.

Learn more about our team

Let us know your enquiry and we’ll be in touch.

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Disclaimers

Crowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority (‘FCA’) to provide independent financial advice.

The information set out in this publication is for information purposes only and is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. It does not constitute advice to undertake a particular transaction. Appropriate professional advice should be taken on specific issues before any course of action is pursued. Any advice provided by a Crowe Consultant will follow only after consideration of all aspects of our internal advice guidance.

Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. The value of investments, and the income or capital entitlement which may derive from them, if any, may go down as well as up and is not guaranteed; therefore, investors may not get back the amount originally invested.

The Financial Conduct Authority does not regulate Trusts, Tax or Estate Planning.

Please be aware that by clicking onto any links to third party websites you will be leaving the Crowe Financial Planning website. Please note that Crowe Financial Planning is not responsible for the accuracy of the information contained within the linked sites.