Financial Planning for Business Owners

Why did you start your business?

It's the very first question we'll ask you here at Panthera, and it stops most business owners in their tracks.

Many business owners like you are so busy running the company day to day that they never have time to sit back and assess their position, which is:

Is your business really providing you with the lifestyle you planned for?

This is where Panthera's four-stage process can really help. We work closely with owners and Directors of small businesses like you, to help you focus on the lifestyle you ultimately want your business to provide.

For more information or to request a no-obligation consultation at your home, call us on 023 9226 8969. Or, send us an email and we'll call at a time convenient to you.

Here's how it works:

Stage 1. Life

Stage 1. Life

Talk to us about your life in business, and your life goals outside business. Tell us where you are now and what is important about your future. Share with us your hopes for the future of the business, your exit strategy and any succession issues.

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Stage 2. Design

Stage 2. Design

Now that we both have a clear overview, we can start to plan for your future both in and out of business. Together we can create an action plan that will secure your future income and lifestyle, and take care of colleagues and family too.

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Stage 3. Action

Stage 3. Action

With a plan in place, we can work together to put solutions in place and make progress towards your goals, whilst you're still working.

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Stage 4. Stay on Track

Stage 4. Stay on Track

Any plan is only effective if it’s kept up to date. It is not something you can do once and then forget about. Our service is built to ensure that your plan stays on track and that we can make adjustments when circumstance change.

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Paul has helped me achieve financial security for my future by detailed planning and discussion about my financial needs for both necessary living costs and to achieve the more enjoyable things in life which are on my 'wish list'. This has meant that now I have retired I can live the lifestyle I wanted to attain, even after the early death of my husband. During the weeks following my bereavement Paul was unfailing supportive and quick to outline the impact this would have on my finances and future lifestyle and reassured me that my financial affairs were in order and on track. This removed a very big concern during a very difficult time.

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