We particularly enjoy working with SME business owners. The main reason for this is simple – we are an SME ourselves! We therefore can relate to the additional flexibilities that this can bring, the joys and worries unique to business owners. 

We also have all made the same decision at one stage – to take a risk and set up our own business and we instantly, therefore, have that in common. 

The transitions and planning required are a little different to those experienced through the typical ‘employee’ salaried route and there are additional considerations. You not only have to consider your ‘personal’ financial future and ‘Financial Masterplan’ but you also need to consider your business’ financial future and considerations (some of which you are legally obliged to offer) and we can help you with these requirements – potentially in conjunction with your other professionals, such as accountant, solicitor etc.

Ready to start?

If you are interested in reaching your finacial goals now is the time to get in touch!

Where are you on your financial journey?

Financial Foundations

Developing Your Future

Focus On Retirement

Already Retired

Business Owners

The value of your investment can go down as well as up and you may not get back the full amount you invested.

Send Us a Message

Before you supply any personal details to us via the contact us page on this website please read our customer privacy notice document . This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Ruby Red Financial Planning Ltd. processing your personal information for the purpose of contacting you. We will not use the details you provide us in the contact page to market to you.