Business owners: Financial Planning for futureproofing your finances

Making sure your personal finances are working as well as your business finances.

Making sure your personal finances are working as well as your business finances.

Looking towards you and your businesses future

As a business owner, it can be hard to balance running a successful business and focusing on your finances. When you’re worried about building your business and paying employees, it can be easy to forget about yourself.

Does this sound like you?

Are you too busy running the day-to-day of your business to focus on your personal finances?

Are you concerned by the lack of financial freedom and stability of working for yourself?

Are you worried that you won’t be able to retire when you’d like to?

Are you anxious, you’ll look back and wonder what all the hard work was for if you haven’t achieved your personal goals and aspirations?

To lead a balanced business and personal life, you need a tailored, personalised plan in place.

Your financial future

What is the value of a financial plan?

A tailored financial plan gives you the confidence and clarity to make financial decisions to impact both your business and your personal finance positively. It helps you to focus on your financial commitments without being driven by emotionally charged decisions.

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Helping you navigate

How can Catalyst Financial Planning help you?

Having worked with a wide range of business owners over the years, we understand the challenges you face. We know how difficult it is to focus on your personal finances when you have other concerns, such as wages and business stability. Managing both your personal and business finances should be as simple as possible. By working with a financial planner, we’ll work with you to anticipate any life transitions you may face so you are financially prepared for them.

As independent financial planners, we will act as your financial sounding board, giving you unbiased and tailored advice, helping you make the best financial decisions possible.

We can help you with a wide range of financial concerns, including your pension, insurance, investments, and retirement for you and your business. We answer the most important question – how much do I need to live the life I want and do all the things that matter to me. Your peace of mind is our top priority; we focus on your finances so you can take care of your business.

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Create your financial plan

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Book a call

Book a complimentary discovery call with one of our expert Financial Planners today to find out if we can help you with your finances.



Our Independent Financial Planners will help you explore where you are today & where you want to be in the future.

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We will create a highly detailed financial plan to show you if you are on track to achieve your goals, highlight opportunities to get you there & maximise your finances.

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We will put your plan into action, implementing any financial products & ensuring they are right for you & your circumstances.

Are you ready to take control of your financial future?

Find out how we can help you achieve your financial goals today by booking your complimentary discovery call.

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We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.

The value of investments and income from them may go down. You may not get back the original amount invested.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.