Consultation
Business Owner Wealth Counsel
Advice for directors and partners on extracting profit carefully, protecting family income, and aligning company decisions with personal goals.
From Quote Scoped after an introductory call; fees reflect complexity
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Owner-managers often mix personal and company finances without meaning to. This counsel sits alongside your accountant to clarify salary and dividend choices, protection for dependants, and how company reserves support—or constrain—household plans.
Engagements begin with an introductory call, then a scoped fee. We meet on a cadence that matches board or year-end rhythms rather than forcing a one-size schedule.
Who it is for
Owner-managers, partners, and family businesses based in the UK
Typical duration: Engagements usually run across a quarter with scheduled check-ins
Fees: Scoped after an introductory call; fees reflect complexity.
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