Business owner or director

Running a business brings rewards, but you shouldn't overlook your own financial needs and personal goals. Taking steps now ensures long-term business and personal success.

Step away from the daily grind and focus on you

Being at the helm of a business is incredibly rewarding. You’re guiding a company and supporting your team, all while pursuing your vision for the future. After a long day managing your business, it’s natural to want to relax.

However, you need to pay attention to your own future goals. Retirement may arrive sooner than you think – are you prepared, and do you know how much you’ll need? Additionally, if you continue to run a business for longer, it’s essential to have the right protection in place.

The Financial Conduct Authority does not regulate tax planning.

Watch Kris

What we will do to help

We are committed to achieving your goals as if they were our own.

1Create a retirement plan

Listening is the most fundamental component of building a financial plan. We will hear your concerns and then come up with solutions to address them. Our in-depth conversations focus on your needs and your vision for retirement.

We’re happy to work alongside other professionals, such as accountants and solicitors, to ensure all your plans are aligned.

2Efficient tax planning

Everyone has to pay taxes, and the process can be intricate, especially for business owners. We understand that you’re concerned about tax efficiency and reducing Corporation Tax.

We’re here to help you explore strategies like Business Relief and optimise your business and personal tax breaks, reliefs, and allowances. This way, you can keep more of your hard-earned capital working for you.

3Recommend relevant protection

Your finances and goals are important, but so are your employees. If life cover isn’t already in place, we’ll discuss comprehensive cover for both your employees and your own family.

Life has a habit of throwing curveballs at any moment, so you want to ensure that the most important things in your life are protected against “what-ifs”.

This is how we make it work

Everyone we work with needs a personalised solution, and we tailor our services to meet and exceed your expectations. The journey and the outcome revolve around you.

How we work together

What our clients say about us

If our recent client survey results are anything to go by, then our clients are very pleased with our service, listen to their stories here, scroll through for more:

Client survey results

of clients would recommend us to family, friends or work associates

believe working with us has helped or will help them to achieve their financial goals

were satisfied that we understand their needs and objectives.

We’re Fareham’s only employee-owned Top Rated Firm

We’re proud to say we are included in the VouchedFor Top Rated Guide for 2026, distributed by the Times and the Telegraph.

The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Better yet, we’re Fareham’s only employee-owned Top Rated Firm.

To learn more about our inclusion in the guide, please visit our blog post by clicking here.

Click here to discover our full feedback

Recognised for excellence – A shortlisting made possible by you!

We are proud to have been shortlisted in VouchedFor’s Client Experience awards. We are delighted to be shortlisted in the Client Communication, Client Impact and Client Care category.

This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review. Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.

Check out our reviews on Google

Read our latest reviews and find out why our clients enjoy working with us.

    
 
 
       Posted on Google  
   
   Jonathan Key 
 26 October 2024
 
 
  Very helpful and courteous staff, looking to establish a long-term business relationship for careful financial planning. They have been a great help and source of advice.
  
 
      Posted on Google  
   
   Paul Hopkins 
 26 October 2024
 
 
  Look after my finances 100% and goes the extra mile
  
 
      Posted on Google  
   
   Ros Cod 
 20 October 2024
 
 
  I have been particularly impressed with Simon White. He spent a lot of time explaining the advantages of transferring a bond to my two children and has worked with them to get the best outcome from their share
  
 
      Posted on Google  
   
   Hillary Bagshaw 
 17 October 2024
 
 
  Excellent friendly and professional service. I have every confidence  in this company.
  
 
      Posted on Google  
   
   martin lenaghan 
 16 October 2024
 
 
  Over 22 years with Lawrence Clarke and have always received a good service and advice.
  
 
      Posted on Google  
   
   Lesley House 
 15 October 2024
 
 
  Larry and his team are all amazing. I cannot praise them enough !
  
 
      Posted on Google  
   
   alan price 
 12 October 2024
 
 
  Our advisor  Paul Davis has been financially advising us since the 1980's, and everything has been fine.
  
 
      Posted on Google  
   
   Michael Foote 
 9 June 2019
 
 
  Excellent financial advice and portfolio management. Highly recommended, I have been a client for over 20 years in a personal and business capacity and found their services second to none.