Today’s business owners are often pulled in many directions, and it’s common to have complicated finances. 

Many businesses have grown from small organisations to larger ones, and often this means that business and personal finances have become intertwined. This, coupled with the day-to-day demands of running a business, means it can be challenging to find the time to dedicate to managing finances.  

As a business owner, you may want to take your business to the next level, or you may want to prepare for early retirement or simply protect the legacy you’ve worked so hard to build.  Whatever your next step, whether you expect to sell your business or take it public, we will help you manage your finances and leave you to do what you do best, run your business. 

There are many ways that I get involved to help Business Owners, a typical example is looking at your cashflow positions and ensuring you are making the best decisions.

Cashflow management is an essential part of any business planning.  You know that as a business owner, you want to make sure that when money is in the bank, you’re maximising any interest-earning potential, but you need flexibility. 

As a Partner Practice of St. James’s Place, we can offer access to their preferred cash management provider, Flagstone, who can provide the flexibility you need as a business owner to access the funds you need, open accounts and move money as and when you need to.  Yet, at the same time, you can earn some of the best interest rates available, all through one handy portal. Flagstone is authorised and regulated through the Financial Conduct Authority. 

If you would like to find out more about how I can help you as a Business Owner, from Cashflow through to any other Financial Services – please contact me.