Plan For a Better Financial Future
Building a business takes a great deal of hard work and commitment so it is important to surround yourself with the right people.
As the preferred financial advisers to gunnercooke partners, we understand the challenges you face and know your business model. Operating as a limited company, we will help you to be as tax efficient as possible.
Our priority is to provide you with peace of mind from knowing your personal and business finances are being looked after.
Here are some of the ways we can help gunnercooke Partners:
- Extracting profits from your business tax efficiently
- Help save tax by paying life insurance via your business
- Using cash flow modelling to help you understand when you can afford to retire
- Regularly reviewing performance and managing risk of your investments.
- Ensuring you’ve got enough emergency cash reserves in place
- Making sure you have the right financial benefits in place for employees
Cash Flow Modelling
Cashflow modelling is an effective way to take a look at your current and future finances and work out how much you might need.
You don’t want to pay more tax than you need to, and we can help you make sure you have all the appropriate tax mitigation strategies in place.
Retirement is one of the key events in most people’s lives, and planning ahead for it is one of the most important aspects of our business.
We all hope for a smooth journey through life, and preparing for uncertainties can help reduce the impact when unwanted events occur.
Managing Your Cash
However complex your financial arrangements become, maintaining a reserve of cash is likely to remain important for almost everyone.
Building a committed, high-quality team is a priority for almost any business, and an effective benefit and remuneration strategy can play a key role in helping you attract and retain the right people.
Exclusive offer for gunnercooke Partners: Free Cash Flow Modelling (Usually £1200)
Cash flow modelling will provide you with a visual road map of your financial plans from now, until the later years of your life. Seeing this will help you make smarter financial decisions and plan for any major financial goals you may have.
For example, saving for your children’s university fund, buying a new car, or purchasing a holiday home in 10 years’ time. It will also help you understand how much you need to save each year for retirement to ensure you have the lifestyle you want and deserve.
“Capstone Financial have been my trusted Financial Advisers for a number of years. Their ability to listen and understand my goals has been vital in building a long-term relationship, and they always advise me on the right protection policies and investments to suit my circumstances.
Following my move to gunnercooke having a financial adviser I can trust, who offers full holistic advice to bring financial security for me and my family, has become even more important.
With the Capstone team by my side I have full confidence that my personal finances will be well looked after, enabling me to concentrate on realising my professional ambitions with gunnercooke.”
“Moving from an employed position at a large law firm to a self-employed role within gunnercooke meant I needed to ensure I had the correct protection in place for my family and I. I also needed to under-stand how I could effectively extract profits from my business in a tax efficient way.
Capstone Financial were recommended as the financial advisers to speak to as a gunnercooke partner and I couldn’t be happier with the advice and service I have received from them so far.
Liam took the time to fully understand my needs and objectives to ensure I had the right financial plans put in place for me. In particular I found the cash flow modeling really useful to help me look at what level of savings I need to put away each year to ensure I can retire when I want to.”
“Capstone Financial helped me to consolidate my pensions after I moved law firms and put in place income protection plans now that I am self-employed under my own personal services company.
It was great getting their help because they carefully listened to what I wanted to achieve, gave information in a user-friendly manner, helped me understand the options and completed the paperwork efficiently and in a timely manner.
I would highly recommend them and they have been a big help in me sorting out my key financial plans.”
“It is important to us that our people are happy.
Our model helps each of us to design our happiness, but to be truly happy we need to ensure that each of us is also financially secure.
When we set out to look for a partner that we could look to long term to help satisfy these aims we kept coming back to St. James’s Place and Capstone Financial.
St James’s Place, because like us they are a fast growth business and like us, they demonstrate real authority in their area of expertise. Capstone because of the people and both the warmth and the innovation they showed whenever we spoke with them. Ultimately we felt that they cared about us and our business.”