At Ruby Red Financial Planning Ltd. , we enjoy working with small business owners – it is an area where we know we can add great value. Success of both the owner and the business are so closely interlinked. Our aim is to optimise both through careful financial planning.
One of the most common traits we encounter when speaking with our potential clients who are business owners is that they place a huge amount of emphasis on the business – building it, developing it, operating it – and little emphasis on their own position, creating a huge imbalance.
Of course, the nature of such a relationship is that the individual will find it difficult to be successful without the business and the business will find it difficult to be successful without the individual – even more so in its infancy. With this being the case, why would you neglect either side of the equation?
As part of the service, we are more than happy to liaise with your other professionals (accountant, solicitor, corporate finance broker, business consultants etc) to discuss potential actions and solutions. Similarly, if you need recommendations for business service providers that we know, we are more than happy to provide these.
The Financial Conduct Authority does not regulate workplace pensions, will writing, taxation, trust advice and some forms of buy-to-let mortgages.