Financial advice for business owners.
Business owners often need to consider personal and business finances side by side. Learn what to look for when seeking regulated financial advice for your personal financial planning.
Start with the type of help you need.
Financial advice should be personal to your circumstances. These are common areas to think about before choosing who to speak with.
Personal and business goals
A financial plan can consider how your personal objectives interact with income, business ownership and longer-term plans.
Retirement planning
For many owners, retirement planning may involve pensions alongside the future value or eventual sale of a business.
Investments and cash
Advice can help consider personal investments and available resources in the context of your objectives and risk profile.
Protection and succession
Depending on your needs, planning may also involve protection, family considerations and coordination with legal or tax professionals.
What should you consider before proceeding?
Regulation, relevant experience, clear charges and a service that fits your needs all matter.
Define the personal advice need
Be clear which parts of your personal financial position you want the adviser to review.
Look for business-owner experience
Ask whether the adviser regularly works with directors, shareholders or self-employed clients.
Coordinate professional advice
Complex business, legal and tax questions may require your accountant, solicitor and financial adviser to work together.
Verify and compare
Check FCA status, understand charges and compare the scope of service before deciding whether to proceed.
Useful next steps.
Explore related Adviser Finder resources or tell us what you need when you are ready to look for professional advice.
Learn before you decide.
Use Adviser Finder's educational guides and tools to understand the questions worth asking next.
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Tell us what you need and we can review your enquiry and, where appropriate, connect you with an FCA-regulated adviser company.
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