Financial Planning for Business Owners

Plan the Future of your Business

Book Your Discovery Meeting

Every Business Owner needs a Financial Plan

As a Business Owner, Financial Planning for the future of your company is just as crucial as Financial Planning for your family.

Your time is money and your aim to to save both. Creating a Financial Plan as a Business Owner means that you can plan just what your future looks like and make sure that you have the right plans in place to make it a reality.

Ask yourself…

  • When is it time to sell my business?
  • Can my business protect my family?
  • What does my Retirement look like?
  • What’s my exit plan?

Do any of these sound familiar? Financial Planning for your business can and will help you answer these questions. No jargon, no time wasted, just simple Financial Planning to keep your business on track.

Book Your Discovery Meeting

How Financial Planning can help your business

You started your business to help people now but to also help the future you and your family.

Financial Planning for Business Owners is not dissimilar to Financial Planning for your family. You create goals, targets, and build a vision of what you want your future to look like.

When was the last time you took a look at how Financial Planning could help your business?

If you’re looking to take away stress of planning your business’ finances, there’s no better time to start than now.

Book Your Discovery Meeting

Shareholder Protection

What would happen to your shares if you died?

Have you recently started a business? Or gone into business with someone else?

Don’t overlook your family when it comes to Financial Planning for your business, Business Financial Planning and Personal Financial Planning are not mutually exclusive as it may seem.

If you need to know just how much your business can help your family then start by downloading the guide to Shareholder Protection.

Looking to find out just how much protection you need? Use the Shareholder Protection Calculator and get a free Personalised Shareholder Report by clicking here.

Download the guide to Shareholder Protection

It's time to make your business work for you

Book Your Discovery Meeting

Signup to our mailing list

Receive the latest monthly news, tips, events and financial commentary from the Penguin Team, straight to your inbox.

Book your
Discovery Meeting

Contact Us

T: 02920 450143


Penguin House, Raleigh Walk, Brigantine Place,
Cardiff, CF10 4LN

Cowbridge Office
5 Willow Walk , Cowbridge
Vale of Glamorgan, CF71 7EE

Penguin © 2024. Penguin is a trading name of Penguin Wealth Planners Ltd. who are authorised and regulated by the Financial Conduct Authority (FCA no. 830057). For further information please View More

Privacy Policy