Business Owners
We understand the challenges of managing your business and personal finances, and how they are inherently linked.
You work very hard to establish and maintain your business so that you can hopefully be well remunerated and so that the business can fulfil all your personal objectives over time. As a business owner, you also have responsibility for your employees and providing them with a good work environment, income and benefits so that they can deliver their best.
Your accountants can provide advice to determine the most appropriate tax strategies and whether you are better off by being remunerated via salary or dividends or both.
We can assist you and your business in many areas of advice including:
Implementing plans and strategies to ensure your retirement is as comfortable as you wish it to be. Utilizing the ability for the business to make tax-efficient pension contributions can result in corporation tax savings while building a suitable pension pot for you to retire.
Investment planning associated with any funds from the sale of your business so that you can enjoy a financially secure retirement.
Protecting the business if a shareholder or key person becomes ill or die.
Protecting you and your family in case you suffer an illness or die.
We have partnered with experts in providing a full array of employee benefits to cater for all their needs such as Auto Enrolment, group life/critical illness/income protection schemes, private medical cover etc.
Ensuring the value of your business is passed on to your family, as tax-efficiently as possible, should you die, allowing them to benefit from its true value and your years of hard work.
What our clients say
We’re incredibly proud of the work we do. Here are the real words of real clients.
Twenty years ago, my accountant recommended Matt Webb as a first-class financial adviser, and that has proved to be the case. Matt is always courteous and ready to explain any questions I may have.
Matt has been our financial adviser for a number of years, and we look forward to working with him for many years to come. His expertise, advice, guidance and reliability have been at the heart of the trusting relationship from which we benefit.
Matt has a very good understanding of his clients’ needs and nothing is ever too much trouble. Matt is very knowledgeable and explains everything clearly and in sufficient detail to enable an informed decision to be made. He deals with everything quickly and efficiently and responds promptly to every query. I wouldn’t hesitate to recommend Matt to anyone seeking any form of financial advice.
I was introduced to Steve in 2008. I genuinely trust and appreciate the professional advice given to me and my family. The ongoing investment and pension advice has been invaluable through the good and the bad times and I have had no hesitation in recommending Steve to family and friends.
Lync (previously operated as PWS Financial Consulting) has been our financial adviser since 2005. The team has always offered sound financial advice based on our investment objectives and personal needs. They keep in regular contact, explain our options clearly and guide us in an appropriate direction. We feel they truly care about us, our finances and our future.
Having been a client for over 20 years, I cannot recommend the firm too highly. The levels of professionalism and product knowledge are excellent. The team takes a genuine interest in client and family circumstances and provides continuity of personnel, which is crucial for client comfort. Fees are realistic and ease of consultation is made a priority. I would not hesitate to recommend their services.
Get in touch
If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.