For Business Owners
Comprehensive financial strategies for entrepreneurs and business owners. From exit planning to corporate benefits and wealth protection strategies.
Staying focused on the business often means personal finances take a back seat.
Entrepreneurial success comes with uncertainty, without the right safeguards, it’s vulnerable.
Without regular financial check-ins, long-term goals can drift out of reach.
“They listened to, and fully understood my personal circumstances, and recommended a solution based on my specific situation”
— Zara
Client Case Study
‘We have been working with Citygate for over 10 years almost from the beginning of starting our company’
Gareth
Owning a business can be rewarding – but also isolating and demanding. While you’re focused on growth, it’s easy to lose sight of your personal finances and long-term goals. We’re here to help you protect your wealth, manage risk, and plan your future with clarity.
You may see your business as a pension, but we’ll put the right safeguards in place so that you don’t lose out if circumstances change.
You’ll learn how much is “enough” to live the lifestyle you want, which may mean you can sell or step back from your business sooner.
The wealth you’ve built shouldn’t become a burden for your family or loved ones, so we’ll ensure it’s passed down in the right way.
Strategic planning for business transition and value maximization
Attract and retain top talent with strategic benefits
Safeguard your business and personal wealth
Build personal wealth alongside your business success
You need to be able to relate to the financial planner you’re working with, so our first step will be to establish some common ground between us. We’ll really listen to you so we can find out what you truly want from life, both now and in the future.
However simple or complex your current financial arrangements are, it’s important to get a clear picture of where you’re at as you begin the planning process. We’ll carry out an in-depth analysis that gives you much-needed clarity about your finances, down to the smallest detail.
With financial planning, what’s right for you isn’t necessarily right for anyone else, which is why the recommendations you get from us will be uniquely your own. We’ll clearly explain every aspect of your plan, including the suggestions we’ve made, and any cashflow modelling that demonstrates the effect different decisions could have.
At every stage of the process, you’re in the driver’s seat, and that’s especially true when it comes to putting your plan into action. Whichever aspects of your plan you’d like to take forward, we’ll contact providers and deal with any paperwork, giving you peace of mind that everything’s taken care of.
At every stage of the process, you’re in the driver’s seat, and that’s especially true when it comes to putting your plan into action. Whichever aspects of your plan you’d like to take forward, we’ll contact providers and deal with any paperwork, giving you peace of mind that everything’s taken care of.
