As a business owner, whether you’re a sole trader or limited company, it is highly likely that your personal wealth is directly linked to the success and growth of your business, but many business owners struggle to give their personal finances the same time and energy as they do managing their business, despite being the linchpin between the two. What I like to describe as the ‘vehicle’ is the words we most often associate with financial services e.g. pensions, protection plans, ISAs and stocks and shares. But what do they all mean and how can they support you personally and as a business owner?

Together we will explore how to utilise your business income / profit to support your personal goals and what financial tools you can use to put a financial plan in motion.