A business
owner

Running a business often means you don’t have time to spend organising your personal finances. We’re here to make planning for the future simple.

Ensuring your business supports your future

Many business owners simply don’t have the time or knowledge to make the most of their finances. That’s why we’re specialists in helping people get more from the opportunities available to them – be it tax planning solutions, business protection, or longer-term financial goals.

As family business owners ourselves, we understand the challenges that can arise and can help you avoid some of the common pitfalls. We’ll take care of your finances, so you can be free to focus on your business, your family and your future.

Here’s how we will help

Long-term financial planning

Meaningful financial planning means always looking ahead. We’ll work with you to understand what you want for the future and explore ways in which your business can support your personal financial goals.

Tax-efficient solutions

We’ll ensure you’re making the most of any business and personal tax relief opportunities available to you, as well as ensuring you can withdraw profits from the business in a tax-efficient manner.

Protecting your business

From key person protection to continuity plans, we’ll put a strategy in place to help protect you and your business should you fall victim to unforeseen events.

Exit strategies

When the time comes, we’ll help you devise a carefully planned exit strategy that works for you, whether it’s via succession or through selling the business.

Learn how we make a difference

I now have peace of mind that my pension is being incredibly well-managed. I wouldn’t hesitate to recommend Simple Solutions to anybody wishing to have their finances reviewed and managed well.

Lou S

Simple Solutions were excellent, I felt very confident with them. Thanks to the advice I received, I was able to bring everything together and take the option of retiring early, with the confidence I could fully enjoy my retirement.

Robin W

I feel I am in the right hands financially. I continue to work with Don and his team and look forward to more years working together, knowing I’m receiving the right advice and watching my investments mature and grow.

Paul D

With Don and Declan’s help, we have built a stable financial future. Knowing we can trust them for the best advice leaves us free to plan our future, and sharing those plans with the team has ensured we have the resources to make it secure.

Julian & Beverley

When my wife sadly passed away, the critical illness cover Don had organised paid off our mortgage. Several years later I married again, and we both greatly value Don and Declan’s advice on our financial affairs.

Brian D

With the benefit of hindsight, we can honestly say that we wish we had taken financial advice much earlier. We now have peace of mind, having removed the sense of ‘what if?’, and we’re very pleased with the level of financial returns.

Ian & Helen

Both Don and Declan’s advice was always given with a full explanation (both verbal and written documentation) and I now feel in a position of financial security.

James H

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

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