Business owner
As an entrepreneur, you face a unique set of financial challenges, so it pays to work with someone who can truly empathise.
LEGACY
PRESERVING YOUR LEGACY
Business owners work hard to build something to call their own, but that effort often means their personal finances get neglected. That’s where financial planning can make a real and lasting difference.
Whether you’re thinking of selling or exiting your business or simply want to gain valuable insight into your current position, you’re in safe hands with me.
I do
what I do
Using advanced software, I can demonstrate what your finances will look like in both the near and far future and how different events and decisions will affect them. Through this process, business owners often discover they already have enough money to achieve their life goals. Imagine how being able to retire earlier than planned would make you feel.
Even for non-business owners, pensions can be hugely complicated, so as an entrepreneur, it’s even more important that you seek expert support. The financial plan we’ll build together will take into account both your personal and business assets. This level of detail means we can ensure that you’re making the right contributions to meet your goals.
As a business owner, you’re likely to have specialist protection needs that wouldn’t otherwise apply. This includes insurance products such as shareholder protection, which makes provisions for the control of your business. The financial plan I’ll help you create will identify the right solutions for your situation, limiting your exposure to risk.
You need to consider your tax status at every stage of your business-owning journey, and a financial plan can make that task much easier. With my help, you’ll understand how to stay within your allowances when you draw income from or sell your business. And you’ll ensure your loved ones don’t pay more than necessary on the legacy you leave behind.
What I don’t do
Anything on your behalf that you haven’t expressly agreed to.
Treat our partnership like a one-off, short-term transaction.
Final salary pensions transfers. I can refer you to a trusted third party instead.
stories
A client since 2017
We’d have no hesitation in recommending Polaris Wealth Management. If we have any questions regarding our investments, Greg is always available and provides sound advice.
A client since 2021
Since working with Greg, my confidence, as well as my knowledge and understanding of investing, has grown. This is because Greg takes the time to listen carefully and then to explain things in simple terms.
A client since 2015
Since working with Greg, our confidence and understanding of our investments has grown because of Greg’s knowledge and expertise, and the trust we have in him.
A client since 2019
After research, we found Greg. He listened to our needs and learned what assets we had, and questioned us fully so that his recommendations would meet our requirements. He had a personal touch and patiently listened and answered our questions.
A client since 2021
Our financial future is clearer and more organised after working with Polaris Wealth Management.
works
How it works
Financial planning should be a partnership, not a transaction. With Polaris Wealth Management, you’ll follow a simple six-step process that offers expert support at every stage.
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Introductory call
Discovery meeting
Investment discussion
Planning Meeting
Implementation
Ongoing review
Find me on VouchedFor
I’m thrilled to have been awarded Top Rated status every year since 2016 by VouchedFor, the UK’s leading independent review site for financial planners. Click or tap on the badge to read my reviews.
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Property is likely to be your biggest investment, so it’s important to get the best deal you can. Whether you’re buying somewhere new or looking to remortgage, I’ll make the process as stress-free as possible.
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