Business Owners

Balancing your business and your life

Managing both your business and personal finances can be tricky. Often the line between them can become blurred and this leads to a lack of clarity around where you’re headed. Factoring in the time constraints that many business owners face in today’s fast-paced world, giving attention to your financial planning for retirement can often take a back seat.

You’ll no doubt be looking to the future, wanting financial security and the peace of mind that you can live a life on your terms with no future money worries.

Some of the ways we help

Identify what's important to you

We’ll help you to identify the most important goals for your business and personal life, ensuring you can afford your ideal lifestyle in retirement.

Financial Snapshot

We’ll show you where you are currently and where you’re headed, so you know how far from achieving your goals you actually are.

Financial Planning

Using our financial forecasting software, we’ll form several ‘what if’ scenarios for you to visualise the various options that lie ahead. These will form the basis of any recommendations we make to you.

Tax efficiency

We’ll show you the best way to take advantage of the different tax allowances available, making sure that you keep more of what you make.

Protection for you and your family

We’ll always ensure that your loved ones and businesses are adequately protected against life’s nasty surprises.

Looking ahead

We’ll partner with you for the long road ahead, offering our support and counsel to ensure you always remain on track.

Book a Discovery Call

Ready to take the first step towards a brighter future in retirement?

Why not spend a few minutes with us on a telephone or video call to see if we’re a good fit, and make sure we have the right expertise to help you?

Your initial Discovery Call is free of charge and carries no obligation or cost.

Book Now

Lumos Financial Limited is an appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register under Reference Number 197107. The information and content of this website are subject to the UK regulatory regime and is intended for UK consumers only. Lumos Financial Limited. 575-599 Maxted Rd, Hemel Hempstead HP2 7DX. Registration no. 12897845. Privacy Policy.