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Entrepreneurs/Business Owners

Business owners need to consider the different financial planning opportunities that are presented to them when it comes to owning a company. We can help to manage these opportunities alongside your personal financial planning, helping you make the most of your business assets and personal assets. Golden Oak Wealth Management will look at your situation as a whole, creating a financial plan to help you achieve your future goals and structure your finances as tax-effectively as possible.

We are committed to putting your needs at the heart of everything we do, developing long-term relationships, and regularly reviewing your circumstances to ensure our advice remains suitable as your situation changes.

As an Entrepreneur/Business Owner, we are able to offer you advice in the following areas:

  • Pension Planning for Directors
  • Key Person Protection
  • Relevant Life Protection
  • Shareholder Protection
  • Profit Extraction
  • Tax Strategies
  • Exit Strategies

If you feel we could help you with any of the above, please get in touch for an initial no-obligation chat.