Handholding with Business Owners
Supporting your business and personal financial success—together
Running a successful business in Wiltshire demands your full attention, but your personal finances also need expert care. At Thirlwell IFA, we understand the unique challenges business owners face and provide tailored, independent financial advice that covers both your business and your personal goals.
Comprehensive Corporate Financial Planning
We offer support across all key areas of corporate financial planning including:
- Business insurance to protect against risks and liabilities
- Employee benefits and workforce protection to attract and retain talent
- Business intestacy planning to safeguard against unexpected events
- Tax mitigation strategies to reduce liabilities and maximise profits
- Workplace Pensions / Autoenrolment
We start with a thorough financial review of your business to identify risks and opportunities. From there, we build a robust plan to help ensure that your business, your workforce, and you personally enjoy a successful and stable future.
Creating Financial Independence from Your Business
Many entrepreneurs rely heavily on their business as their main asset. But by planning ahead, you can create personal financial security beyond your business—giving you greater freedom and peace of mind.
Our services include:
- Efficient extraction of profits via dividends, pensions, and investments
- Succession and exit planning tailored to your goals
- Investment advice to grow your wealth alongside your business success
Protecting What Matters Most
Your business is vital, but so is protecting your family and income from unforeseen risks. We provide advice on:
- Key person and shareholder protection policies
- Income protection and critical illness cover
- Life insurance and estate planning to secure your legacy
- Personal and Workplace Pension planning
Joined-Up Advice for Wiltshire Business Owners
We work closely with your accountants, solicitors, and other professional advisers to deliver fully coordinated financial strategies. By considering your entire financial landscape, we help you make informed decisions with confidence.
No matter the size of business, we’re here to help you achieve your personal and corporate financial goals.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.
Auto-Enrolment products are not regulated by the Financial Conduct Authority.