Don’t leave your financial planning to chance! 

Too many business owners make the mistake of not planning their route to achieving financial independence as they simply believe working hard and being prudent will get them there eventually.

The trouble is these days you can’t rely on a pension scheme or even the sale of your business to provide you with a nest egg for a comfortable retirement.

This means you need to set out your goals, create a plan, measure your progress annually and take positive action to increase your chances of achieving success. Our wealthBUILDER services will help you do all these things… That way you’ll get there sooner rather than later.


  • Assessing your retirement wealth pot target and exit date.
  • Preparing a long-term projection and annual reviews to check you’re still on track.
  • Access to experts for complimentary advice.


  • Increase your personal wealth via your wealth generation machine (your business!)
  • Developing a 10-year business improvement plan.
  • Identify & focus on your annual growth strategies.


  • Setting your annual business strategy.
  • Identifying your 90-day goals and specific actions.
  • Quarterly accountability meetings to maintain momentum. 

We're committed to helping our clients achieve financial freedom sooner rather than later. So, if you want an adviser that will help you accumulate and preserve personal wealth from the success of your business please contact us on 01530 833474 or email


Download our FREE 'Financial Freedom Planning' Checklist

Alternatively, for a free, no-obligation meeting to discuss your requirements contact us on 01530 833474 or complete the form on our Contact Us page.

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Financial Freedom Planning Checklist

We are part of the Xeinadin Group. The firm of the future!