Financial Planning for...

Business owners

Free up your time for growth

Business owners have the freedom to make decisions about every aspect of their company. While this is empowering, it also means the responsibility for managing your business’s finances and your own rests on your shoulders. The truth is, you might not always have the time or expertise to handle it all effectively.

We’ve got you covered

Ensure your business is tax-efficient

We’ll work with you to make the most of your business profits, exploring tax-efficient options like tax-free allowances, pension contributions, and investment schemes.

Protect yourself and your business

Many business owners overlook what would happen if they or a key person fell ill or passed away. We’ll highlight the importance of protection and ensure you’re covered for everyone’s benefit.

Prepare for life after work

Retirement is a natural step, but do you have a plan for your business when the time comes? We’ll help you explore your options, from management buyouts to passing it on to your children or selling.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

We’re in your corner, no matter what

We treat every client who walks through our doors as an individual, and our goal is for you to leave feeling empowered knowing you’ve made the right choices.

When you work with us, you don’t just get a financial planner – you get a team that genuinely cares about you. Each of us brings a different strength to the table, and that’s what makes the CD Financial team so unique.

As part of our service, we also provide advice on insurance and protection. The right cover, whether it’s key person insurance, life cover, or critical illness protection, can give you peace of mind, knowing that you, your family, and your business are financially secure if the unexpected happens.