Business Entrepreneurs
Planning built around the vision you’ve worked so hard to create.
Helping entrepreneurs protect success, create balance, and secure the future beyond the business.
SECTION 01
Wealth Advice for Business Owners & Entrepreneurs
Building a successful business brings opportunity, complexity, and responsibility. At Alexanders Financial Advisory ,we specialise in helping business owners and entrepreneurs structure,protect, and grow their personal and business wealth with clarity and confidence.
Your business is often your largest asset. Our role is to ensure it works in harmony with your wider financial life—supporting growth today while securing your long-term future.
SECTION 02
Why Business Owners Need Specialist Wealth Advice
Entrepreneurs face financial decisions that differ significantly from those of employed individuals. Income can be irregular, assets may be illiquid, and personal and business finances are often closely linked.
Effective wealth advice helps you:
- Extract value from your business tax-efficiently
- Balance reinvestment with personal wealth creation
- Protect wealth against risk and uncertainty
- Plan for succession, exit, or sale
- Ensure long-term financial security beyond the business
Without a clear strategy, wealth can remain tied up unnecessarily, exposed to tax, or misaligned with your personal goals.
SECTION 03
Our Approach
We take a holistic view of your finances, considering both your business and personal circumstances. Our advice is tailored, transparent, and designed to evolve as your business grows.
1. Understanding You and Your Business
We start by understanding how your business operates, your income structure, growth plans, and personal ambitions. This allows us to align financial decisions with both commercial and lifestyle objectives.
2. Structuring Wealth Efficiently
We help you consider how profits are extracted, invested, and protected—balancing salary, dividends, pensions, and investments in a tax-efficient and sustainable way.
3. Investment and Growth Planning
We design investment strategies that complement your entrepreneurial risk exposure, helping you diversify personal wealth while maintaining appropriate liquidity and flexibility.
4. Protection and Resilience
We advise on protecting both business and personal wealth against unforeseen events, ensuring continuity for your family and business interests.
5. Exit and Succession Planning
Whether you plan to sell, pass the business on, or step back gradually, we help you prepare early—structuring your affairs to maximise value and minimise disruption.
SECTION 04
Who This Is For
Our wealth advice is suited to:
- Business owners and company directors
- Entrepreneurs and founders
- Partners in professional firms
- High-growth and scaling business owners
- Individuals planning a future business exit