Financial Planning for Business Made Easy

All we need is a chat and suddenly it all becomes clear…

Business really does mean ‘busy-ness’. Running your own business is hard work, especially when you’re fully committed to getting it right and working hard to become the best in your field.

It’s all too easy to get caught up in the day-to-day running of things without stopping to remind yourself what you’re doing it all for, and assessing what you have put in place for the future.
When it comes to financial planning, you may find yourself putting it off until a more ‘convenient time’ arises.

Well let me tell you – that time is now! There’s no time like the present – get things sorted now and you’ll be in a much stronger position for the future. Truly.

And I’ll be only too happy to show you how. I’ll take the time to sit and chat with you and review what financial plans you already have in place. From there we can get it all into good order and I can explain to you exactly what your options are – clearly and without having to resort to jargon!

I’ll lay it out plainly and help you to decide what to do with your existing investments so that you can make the most of them. I’ll also show you what else is available to you and how a new investment or pension plan might improve things for you.

I won’t pressure you or push you into making any decision whatsoever. I’ll just give you good, informed and impartial advice to help you make the right decisions. Think of it as business finance coaching – I’ll give you what you need in a simple and straightforward manner so that you can understand the principles of savings and investments and take control.
So let’s get things rolling.

All you need to do is call me. I’ll pick up the phone. I haven’t got a call centre in some far-flung place, there’s no ” dial 1 for this, 2 for that”. if I am about, and I usually am, then I’ll answer the phone and we can talk. If I’m in a meeting with someone, then I’ll call you back as soon as I can.”
Just ring me now on (07767) 450097 or (01636) 609864 and we can have a chat.

Simple as that, really.

“Martin, in reference to our chat it did exactly what I needed – clarify how to think about my options and start a process of making the right decisions.”

Richard Davis, Gloucestershire

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