Financial Planning for Business Owners and Directors

Business owners are often surprised by the allowances, benefits and strategies they can apply to their business and employees at very little additional cost.

Putting flexible financial plans in place now can help you ensure the security of your personal and business requirements in the future.

At Thomas Carroll, we provide you with peace of mind so you can concentrate on the day to day running of your business, providing an ideal platform for growth.

The various services below offer an insight into financial planning areas for business owners, to help you consider and develop the best possible programme for you and your business.

Benefits

Protecting key people, employees and shares
Maximising lawful reliefs and allowances
Investments and growth
Attracting and retaining employees
Succession planning and exit strategy
Financial planning that complements legal, tax and accounting advice

The Thomas Carroll Difference

A range of services tailored around the complexity of your needs
Over 50 years of experience advising business owners
A transparent approach to providing you with information and costing

Testimonials

We are very pleased with the level of service and professionalism shown by Thomas Carroll since we started our partnership.

David Stockley, Brecon Carreg

The benefit of working with Thomas Carroll is that I have experts that I can call upon at any time and always receive sound advice.

Andrew Housley, Eurogroup

Thomas Carroll provide a very professional, friendly and helpful service.

Chris Williams, Biotage

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Meet our Financial Planning Team

Mark Eedy

Compliance Director

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Beryl Clark

Senior Paraplanner & Compliance Assistant

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Francesca Harris

Client Account Manager

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Tom Bevan

Senior Employee Benefits Consultant

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Craig Butler

Managing Director

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To discuss financial planning areas for business owners in more detail, call and speak to one of our expert advisers today on 02920 853788. Alternatively, click below to email us or fill out the enquiry form.

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