Why work together?
Managing, growing, organising and marketing…a few of the words that describes what you do as an owner of a small-medium sized business – all day, every day.
Running at a hundred miles an hour, juggling tasks and decisions and wondering whether today should be spent in the business or on the business – is a seemingly endless cycle. Time is precious, we understand that, and time is money, we understand that too. It is because we too are Business owners, that we understand the pressures, the excitement, the worries and the challenges you face, and importantly it’s why we believe we can help you.
From our experience, many owners are concerned about growing their business, being more efficient, becoming more profitable, retaining and attracting key staff and clients as well as ensuring new and existing clients are offered the most appropriate services and products. As business owners this leaves very little time to think about the wider financials of our businesses and even our own personal finances. We don’t have a magic wand, but what we do have is the experience to help you plan…financially.
How can we add value to your business?
> work with your Accountants and Solicitors to ensure all financial advice works in harmony and contributes to a mutually agreed goal.
> look at ways to help you maximise business and personal tax* savings opportunities.
> help you protect your business, key staff and your family should something happen to you or your key team members.
> develop financial solutions that makes your business cash work harder for you.
> help you attract and retain staff through developing appropriate employee benefit strategies.
> provide long term advice spanning the different generations of your business, your employees and your family.
> develop and plan your business exit strategy working closely with your accountant / solicitor.
How do we do this?
> offer a range of services appropriate to the complexity of your needs.
> ensure you work with a team of people you can trust and rely upon.
> provide transparent costs across all areas of advice.
> resource professionally qualified, specialist support from the right people at the right time.
> access market leading technology to ensure the plans we put in place today are flexible enough to adapt for any changes tomorrow.
Why Lighthouse Financial Planning?
We thoroughly enjoy working with our clients and their families. We feel privileged that clients trust our opinions, advice and recommendations. We also believe that strong financial advice is central to building a more certain financial future.
We specialise in working with the owners and directors of small medium sized businesses. This means that we work alongside you, your teams and your families to understand what you are trying to achieve, financially.
We work with business owners on a Consultancy basis. What we mean by this is we take time to understand what your business is all about, your plans for developing and growing your business and your wishes for the future. This may be to sell the business, pass it on through to the family or develop a plan for succession.
We are focused on saving you time, sourcing creative solutions, highlighting the choices and options available for your business and validating your financial decisions and goals.
We also work alongside business owners to help them:
> ensure they are protected…financially.
> support them in prospering…financially.
> and financially…help them keep their long-term plans on track.