At Bonhams we will give you the answers to the BIG questions, such as:
- “How much do I need to earn, save or sell my business for to give me what I want in life?”
- “When can I afford to stop doing things that have become a drag... and start doing the things I really enjoy?”
- “How much is enough for me to be able to retire in comfort?”
As a business owner or professional you are typically:
- Often busy doing and enjoying what it is that you do best and leaving your financial planning issues on the backburner.
- Serious about your financial future and security, usually successful but short on time.
- Working towards, at or in “retirement” seeking to protect your wealth, maintain your lifestyle, maximise growth and income whilst planning to minimise tax you pay.
- A professional, senior manager, director or business owner who is looking to achieve financial independence.
- A business owner who possibly hasn’t yet thought seriously about an exit strategy and wants to reduce tax.
- Sometimes disenchanted with or even untrusting of your bank advisor or perhaps accept that you haven’t taken a second opinion for some time.
- Someone who recognises the importance of engaging a trusted expert who delivers measurable and meaningful results. Someone who has high standards and expects them from others.