Personal Financial Planning

As looking after your business is only half the story, we can also help you to manage your personal finances and plan for any events which may occur throughout your lifetime.  These may include saving for major expenses such as school or university fees, planning to exit your business, provision for buying out another shareholder, family protection, health insurance and retirement planning.

We can prepare a personal balance sheet for you as well as a business balance sheet so you can monitor and manage your wealth over the years.  This will include valuation of your business assets, as well as your personal assets. We will ensure that your personal financial planning and business plans are coordinated to minimise your overall tax liabilities and achieve your personal goals.

Financial planning is carried out by Wellway Wealth Management LLP, a limited liability partnership incorporated in England and Wales, company number OC341125.  Wellway Wealth Management LLP is authorised and regulated by the Financial Services Authority, FSA no. 504210.