Business owners
At South Devon Financial Planning, we provide a comprehensive range of services tailored to the needs of business owners.
We understand that your personal and professional lives are likely to be intertwined and that you want your money and your life to be working together in harmony. We deliver a cohesive strategy that brings together both your personal and your professional ambitions and positions your finances to help you achieve both.
Our work together could incorporate changing the way you take remuneration from your business, or restructuring how you make your pension contributions. Because of the holistic way we work, we’re able to ensure the ‘big picture’ is always kept in mind when working out solutions to your challenges.
We will help you ensure you’re putting away enough for a comfortable retirement and help you make sense of any pensions and policies you already have in place, with one comprehensive financial plan.
We will help you identify what it is you are really working towards and, if you’re planning an exit from your business, what you want to achieve in the next phase of your life.
We will look at protection and go through each scenario to ensure you have the right insurance in place to protect your assets and those dear to you from the financial repercussions of you not being able to work.
If you are looking to sell your business, we will help you work out what price you need to achieve to live the post-sale lifestyle you want and realise your next-stage goals.
