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Aegis Financial Consulting

Business Financial Planning

Some of you will have business interests rather than just dealing with your own private client affairs. This can be as simple as operating as a sole trader, but can also include limited companies and partnership structures. For smaller businesses in particular, this can be quite challenging, as many financial advisers cannot fully comprehend the requirements of a business, but most employee benefit consultants target the larger companies for their services.

I am very much on the private client side of financial advice, but to me that includes owner-managed businesses of all descriptions. So if you have a business but it has proved too small for the bigger players to be interested in, why not talk to me instead?

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