Consultation

Business Owner Advisory

Personal financial advice for directors balancing company cash, salary and dividends, pension contributions, and exit timing.

Open notebook with pen beside a laptop on a wooden desk

At a glance

Duration
Ongoing quarterly reviews or a fixed project scope
Delivery
Hybrid — site visits where useful, otherwise remote briefings
Fees
Quote-based from £1,400 depending on company complexity

For directors and partners

Company cash, salary, dividends, and pension contributions often pull in different directions. This advisory work clarifies how personal goals — house purchase, school fees, eventual sale of the business — sit alongside corporation tax and your directors’ pension scheme.

Engagements may be a fixed project or a quarterly review rhythm. Quotes begin from £1,400 and reflect company structure, number of directors, and whether an exit is under discussion.