Financial Planning for Business Owners & The Self Employed
When you decided many years ago to strike out on your current path there were no doubt many reasons. One of the guiding forces behind your decision was your desire to control your own financial future.
As a Business Owner understanding now how best to use the fruits of your hard work for the benefit of you, your business, and your family, especially long term, can be quite confusing. Trusted wealth management advisors can be hard to come by, so it is important to find the right people to discuss your investment options with.
Guardian Wealth can help. We have the skills and the team to formulate a financial plan for you that achieves your personal and financial goals. Most importantly, our wealth management advisors explain it to you in a clear and easy to understand manner.
We want to become your trusted wealth management & pension advisor, but we know that trust must be earned. Only when we understand what needs to be achieved will we begin to recommend financial products to aid you achieve your goals.
If you feel your current Accountant, Financial Broker or Bank are not providing you with enough clarity, then call us today and let our wealth management advisors show you what real financial planning looks like.
Wealth Management & Financial Planning
Tax and Inheritance Planning
Starting A Pension
Pension Access & Approved Retirement Funds (ARF)
Defined Benefit Pension Transfer Options
UK to Ireland – Pension Transfer Options
Life / Illness / Income Protection
Trying to map out a personal financial plan is not an easy task. As most business owners know we spend so much of our time making sure our business is successful, we don’t always have the time or the ability to understand what our personal finances will look like 20 or 30 years from now. Michael, in Guardian Wealth, was able to show me what I needed to do now to ensure I was going to be financially independent when I am older. We meet every year to review progress and I am more than happy to recommend him and Guardian Wealth.
Business Owner, BITS (Business IT Solutions), Kilkenny