Who We Work With

financial advice for business owners.

From providing pensions to your employees to planning your exit strategy, we can help business owners to make a solid financial plan.
Book a consultation
AriseHealth logoOE logoEphicient logoToogether logo

who do we help?

We've helped several business owners across the North East to plan their finances.

We're a small business ourselves, so we know the ins and outs of making sure your finances are in order as a business owner.

Whether you're looking for advice on reinvesting business sale proceeds from a company sale, or to provide a talk to your staff on understanding their pension options, we can help you.

So if you're a small business owner based in the North East, speak to us today and we'll help you put together a financial plan for your business.
Get in touch with us

“following their advice has given the exact results hoped for with minimum effort on my part.”

Straightforward financial advice from local experts.
Get in touch with us
K Allen
Client since 2021

financial services for business owners


It doesn't matter what industry you're in, as soon as you employ your first member of staff, you need to think about auto-enrolment.

What you need to do in this situation will depend on whether your staff members need to be put into a pension scheme or not.

Pension Advice

There are a few different ways to approach your pension as a small business owner.

Whether you're considering selling to fund your retirement, or if you'd like to start a SIPP, making a thorough financial plan with a financial adviser can get you moving in the right direction.

Retirement Clinics

As well as personal pension advice for business owners, we also provide retirement clinics for your employees.

Reward your employees with something useful, by having an independent financial adviser come to your office and explain their retirement options.

Extracting Wealth / Exit Strategy

Our financial planners also provide advice in relation to extracting wealth from a company, such as pension contributions for the directors.

We can also provide a strategy for the reinvestment of sale proceeds from a company sale, should you decide to sell your small business.

Key Person Protection

Also known as Key Man Insurance, this policy provides financial protection should a key person within the business die or become unable to act in any capacity.

This is an important policy to consider for any small or medium-sized business, and we can help you find the right cover to suit your circumstances.

Death In Service Cover

Similar to Life Insurance but paid for by an employer for their employees, Death in Service cover can be a great perk of the job and a good way to retain employees.

Set yourself apart from your competitors when looking for new hires by providing Death in Service cover - we can help you put this in place.

What are you waiting for?

book your initial meeting.

Our initial consultations are at our expense, and there's no commitment to stay with us after our discussion with you.

We want to help you get on the right track for your retirement, whether that's travelling the world or spending more time with the grandkids.

We'll be with you every step of the way as your financial partner for life - if you'll have us!
Book in your initial meeting with us
Stay up to date with the latest news and updates
Thank you! Your submission has been received!
Something went wrong, please try again.