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Business Owners
Big-Dog Lab

Feel like you're working for your business, rather than it working for you?

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Unsure as to how best to get your business to provide the lifestyle, and quality time you want?

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Have cash in the business but not sure what to do with it?

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These are common concerns, which our expertise will help you navigate and feel a lot better about.

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We have considerable experience in working with Business Owners.

 

We know that your personal life and your money can often blur with that of your business. It can be hard to see the wood for the trees sometimes, unless you take the time to lift your head out of the day-to-day and strategise for your personal life.

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You probably commit time to strategising the way forward for the business, but do you do the same for your life? 

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We work with business owners to ensure you are:

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  • Making best use of the free cash in the business

  • Making your earnings from the business as tax-efficient as possible

  • Making the best use of your pension contributions

  • Well protected, along with your family, in case something happens to you

  • Building a bright financial future away from the business

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An added benefit is that we also own our own business, so we naturally understand the journey you are on.

This means we provide advice that meets you where you are now, and where you want to get to.

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Drop us a message to
see how we can help you

Lab Financial Planning

6 Beaufighter Road

Weston-super-Mare

BS24 8EE

01934 244 885

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Lab Financial Planning, 6 Beaufighter Road, Weston-super-Mare, BS24 8EE

01934 244 885

Lab Financial Planning Limited is an appointed Representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority (FCA).

ValidPath Ltd is entered on the FCA register under Reference Number 197107. Lab Financial Planning Ltd is entered on the FCA register under Reference Number 1002078.

Lab Financial Planning Limited is registered in England & Wales, company number: 14910640.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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