Financial Advice for Business Owners
Specialist advice covering financial planning, wealth management,
inheritance tax, and pensions.
Independent Financial Advisers in Fareham & Lee-on-the-Solent.
Financial Advice for Business Owners
Local Financial Planners, Pensions Advisers & IFAs in Fareham & Lee-on-the-Solent
At Sterling & Law – Hampshire. we offer tailored financial advice for business owners. As a business owner or company director, your finances may be complex. With an emphasis on building, managing and growing a successful business you may struggle to give your personal finances the attention they need.
Running a business requires complete focus and an accountant to help manage the company finances, tax and more. But it’s important also to focus on your personal financial situation: your long-term plans, retirement and tax planning.
Tailored, bespoke financial advice for business owners helps company directors in many ways.
Whether you are looking to accumulate wealth, plan for retirement, mitigate personal or Inheritance Tax, with Sterling & Law – Hampshire you will be in safe hands.
Trusted financial advice for company directors & business owners
If you are looking for a trusted local financial adviser, with Sterling & Law – Hampshire you are in safe hands.
Our Practice Principal, Ian Batterbee has provided business owners with financial advice for over 25 years. As one of VouchedFor’s Top Rated Advisers for 2023, if you are looking for pensions, tax, and investment advice call us today!
Watch what our customers have to say about working with Sterling and Law Hampshire.
We are proud to receive such detailed, and clear feedback on why working with our financial advisers has helped them towards their financial goals and objectives.
Working with business owners
We offer a range of financial advice for business owners.
Our independent advisers will help you achieve your personal & business financial goals and objectives.
We can work with you and your accountant, and any other business advisers you work with to plan and structure your finances in the most tax-efficient way.
Through this approach we help to ensure your money is working as hard for you, as you are on your business.
Financial planning for business owners
As a business you are likely investing all of your time into your company, its growth and overall performance. Our experienced financial planners can help build a plan to help you realise you personal objectives and goals.
This could include:
- Investing towards early retirement
- Saving for private school fees
- Accumulating wealth
- Purchasing investment properties
Looking to speak to an experienced independent financial adviser?
Specialist financial advice for business owners. Local IFAs covering Fareham, Lee-on-the-Solent & Hampshire.
Call now on: 01329 550 190
Pensions advice & tax efficient investments
Our pensions and investment advice for businesses owners covers:
- Utilising your annual allowance and making tax-efficient pension contributions
- Helping you make the most of your company pension scheme.
- Acquiring commercial property, and mitigating tax
- Making recommendations on other tax efficient investments such as VCTs, and EIS
Retirement planning for business owners
Our local IFAs, will work with you to form a plan and offer advice helping you achieve your ideal retirement.
Within this service we help business owners:
- Understand how much you will need to save and invest
- Recommend a structured savings and investment plan
- Advise on pensions and how to use contributions in a tax efficient way
Estate Planning & Inheritance Tax (IHT) Advice
Whilst your business assets do not form part of an estate for IHT purposes, if you sell your business and these assets become cash, this can present you with some challenges. Asset when sold, that become cash, are subject to IHT. We help business owners:
- Mitigate unnecessary taxes such as IHT
- Formulate an effective estate plan
- Pass on your assets in a tax-efficient way
Independent Financial Advisers covering Fareham & Hampshire
Many of us worry about our financial future but are unsure on the best mix of investments to achieve the one we desire.
Our fully independent financial advisers will help you plan for your future, alleviating the worry and enabling you to relax and enjoy your life knowing you are in safe hands.
Ian Batterbee, Practice Principal
Ian is an respected, trusted IFA with over 25 years’ financial services experience. One of Ian’s skills, is his ability to communicate complex financial matters to his clients.
Further to that, Ian’s calm approach, coupled with his experience, helps his clients, resist the urge to make emotional & potentially damaging financial decisions
George Rashbrook, Financial Adviser
George has been a financial adviser since 2005. He specialises in areas of sophisticated technical advice and is an experienced pensions specialist.
George is knowledgeable in all areas of pension planning including Workplace Pensions with a particular specialism in Public Sector pension advice.
Ian always provides accurate and well reasoned advice as to how best to proceed with any financial matters that we have consulted him about. Ian has helped me to understand and set up a robust retirement plan as well diverse investment strategy.