• "My business is my pension” is this a sensible strategy?
• Are you planning to exit your business in the future?
• Are you sure you qualify for 100% Business Property Relief?
• Is your Business Will consistent with you personal Will?
• How confident are you that your business will be able to continue to trade should anything unexpected happen to you or other key Directors/Employees?
• Have you carried out a Business Liability audit?
• Do you have the appropriate Directors & Officers cover in place?

At H-J Wealth Planning Ltd, we specialise in enterprise wealth management, specifically how business owners can create financial independence for themselves and their families.

Our service is relevant to companies wherever they are in their lifecycle from start up to exit.

We spend time understanding what makes a company tick and the specific wealth creation objectives of the owner before putting a plan of action in place.

Additionally we provide our clients with a range of information, this includes a regular update on all of the financial news in the markets. For a no obligation, no cost initial consultation meeting to discuss and review the above in greater detail please contact us.

Please note that some of the products and services on offer may be separate and distinct to those offered by St. James's Place and may not be regulated by the Financial Conduct Authority.

To arrange a no obligation review, contact us.