BUSINESS OWNERS

Is your business your ‘pension pot’?

Do you have an exit strategy for when you’re ready to leave?

As a business owner, you have several roles to fill. Whether you’re planning for the future of the business or managing employee welfare, the demands of your role can make it feel like you’re pulled in multiple directions. Getting financially organised, both at work and at home, can often fall to the bottom of the to-do list.

Many of the business owners we work with are in their 50s and 60s; they are therefore thinking about their own retirement and the future of their business. Others may not see themselves leaving the job they love for some years to come. Either way, they want to know whether they’re taking the right steps to secure the future they’ve worked so hard for.

Sure, life as a business owner can be complex. We should know; we own a business too. Not only that, but Laurence, our Chartered Financial Planner, has experience in working with people like you; he is genuinely interested and invested in how your business works, and how well it’s working for you.

We will help you...

 

  • Organise your personal finances, as well as those of your business
  • Establish your plans for the future of your business, whether you intend to find a successor or sell, and ensure the transition is as smooth as possible
  • Withdraw money from your business as tax-efficiently as possible
  • Protect your business and family from unforeseen events
  • Establish your hopes and dreams for retirement, then ensure your finances can support your aspirations

Success isn't just about what you accomplish in your life. It's about enjoying a life well lived.

– LMFinancial

Why We are Different

A handful of values run through all that we do, giving us these 5 characteristics.

There are many reasons to choose LM Financial Planning to be your trusted financial planning firm. For a start, we’re different from many financial planners. Our expertise, accreditations, and track record of happy clients speak for themselves – and so do our handful of values that run through all that we do and our affordable fees.

Our core message is simple.  We are in the business of turning challenges on their head. Whether that’s providing businesses, high net worth individuals, retirees with the help they need to create a live well lived. Our focus is not on your money but what your money can do for you.

A Small Independent

Many financial planning companies are run by huge, faceless corporations but not LMFinancial. We are all about friendly independent financial planning services led by chartered financial planner Laurence Murphy, named top-rated advisor by The Times for 5 years running.

Bespoke Advice

With no hidden agendas or connections with other financial firms ours is a genuinely tailored to you service – where we do lifestyle planning to understand your goals and dreams in order to plan your ideal future.

A Personal Touch

While local companies claim to offer the same as us, they don’t offer our personalised approach, our customers love and trust.

Top Rated

We help clients plan for their futures with top rated status (voted top advisor by The Times 5 years in a row) with proactive advice where we focus on the person first.

Director Led

With LMF, what you see is what you get and what you get is added value advice. Our trustworthy director led service, means director Laurence Murphy, a Chartered Certified Financial Planner, the highest qualification and testimony to our credibility will always go the extra mile for you.

``The best thing money can buy is financial freedom.``

– LM Financial Planning

Testimonials

“I needed to review my pension arrangements to retire early. I found Laurence at LMF.  He helped make it happen and provided a great service!”

– regular customer

“Laurence put me at ease and helped me plan my future with set goals to achieve my dream retirement.”

– regular customer

Fancy a Cuppa?

Get in touch with our director Laurence for an informal chat over a cuppa with no obligation to you. Get in touch on the button below.

Let’s Talk