Financial Planning for Business Owners

Running a business takes everything. Your time. Your energy. Your headspace. But what’s all that effort building for you?

We'll help you connect business performance and personal goals. You get a clear, practical strategy to grow and protect your wealth, both now and in the future. 

Let’s ask

• If something unexpected happened tomorrow, would your family be protected?
• Is the business serving you, or are you still serving the business?
• Are your personal goals getting the attention they deserve?
• What kind of life do you want now, and later?
• What is all of this building toward – for you?

Let’s figure out what your business needs to give you the lifestyle you want, both now and when you step away. 

• Tax-efficient planning
• Protection strategies
• Legacy support
• Exit planning
• Investments

We’ll work with your accountant to fully align your personal and business finances. Now you can reduce inefficiencies, avoid unnecessary taxes and get ready for long-term success.

Butterfly Financial Planning Limited is a registered company in England, company registration number 10684845. Registered Address: Broadway Buildings, Elmfield Road, Bromley, Kent, BR1 1LW

Butterfly Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, with the FCA firm reference number of 945907. The firm's regulated business is advising on and arranging regulated investments and insurance; the Financial Conduct Authority may not regulate other services.

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