As a business owner you have countless demands on your time and after a long week of working hard you might not want to be spending your Saturday *calculating your pension contribution shortfall *renewing your mortgage *insert any dull sounding financial activity*. Seeking financial advice can help maximise your financial situation and leave you better off.
A study by Royal London showed that, on average, clients had a £47,000 wealth boost simply by engaging with a financial adviser.
We aren’t promising you’ll be £47,000 better off by attending our session but we will be covering some easy take away points to help you maximise your financial situation.
This will include:
Basics of financial planning as a business owner
Maximising tax efficiency by using reliefs available
Mortgage’s in the current climate, what options are open to you?
Rachel Lane, Chartered Financial Advisor at Group Rapport.
Matthew Russell, Director at Group Rapport.