Business
Financial Planning
Make the most of your business and secure your future with expert financial planning.
How We Can Help
Business Owners
You work hard for your business, but how much time do you spend planning a better life for you and your family? It can be difficult carrying out any business financial planning when you’re busy with the day-to-day running of your company. Would you like to have more control of your business and its future?
Our expert financial planners will help you achieve your commercial goals and get the full value from your business by creating a plan for success. We’ll start with the end in mind, looking at your aims, current structure and remuneration. Your business financial plan will give you peace of mind, so you can manage your personal wealth and protect against risk.
A business financial plan can be aligned to your personal financial plan, enabling you to think ahead for when you leave or sell your business. With the right advice, selling your business someday could enable you to achieve your objectives and your personal life goals.
Meet Martin
As my business grew it was important to me to start to plan for the future. I’d very much been living in the here and now and my company was becoming successful enough for me to lift my head up and think about many years ahead and what I wanted to achieve.
Your Business Financial Planning Experts
Are you trying to make plans for your business, but you need support with your financial planning? If you want to get the full value from your business and enjoy financial security, you need to plan ahead. We’ll work alongside your existing accountant and solicitor to ensure every detail is covered, or we can recommend one of our trusted partners.
The sooner you have a financial plan in place for your business, the sooner you can take control. Our financial planners will provide you with commercially focused advice, so you can concentrate on managing and growing your business.
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Our Expert’s View
Many business owners believe that they can retire on the value of their business, but is this enough?
What our
clients say
How can we help your business?
Frequently Asked
Questions
Absolutely not. Your first meeting, typically lasting an hour, is at our expense and is the opportunity for you to decide if you would like to work with us. It is also an opportunity for us to ensure that we can add value for you before proceeding any further.
We are based in Ruddington and also have office space in Mountsorrel near Loughborough as well as central London. For directions to our Ruddington office please visit our About Us page.
We would always suggest, where you are comfortable and where practical, that your initial meeting is held face to face. We also have Teams conference calling and are happy to speak over the telephone. Call us today and one of our team will be happy to set up an appointment time, day and method that suits you best.
We offer Personal Planning, Business Planning and Mortgages & Protection, including Final Salary Pension Transfer Advice. If there’s an area which we can’t offer assistance on we will help you source alternatives if suitable. We would be happy to run through everything that we offer in an initial, no obligation meeting.
All of our fees are agreed upfront and before any chargeable work is carried out, providing you with the peace of mind that you understand exactly what you’re paying. We also offer a range of payment methods. Our planners are happy to discuss our fee models in an initial, no obligation meeting and will always provide a bespoke proposal for your consideration.
Read our magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on how your money can help you make the most of your life.
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