Company directors and business owners

Financial advice for business owners in Dublin

Business owners and company directors often need advice that connects personal financial planning with company responsibilities.

We advise business owners on pension funding, protection, succession considerations and long-term planning linked to their personal and business circumstances.

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We can help with

  • Pension planning for business owners
  • Directors’ pensions
  • Executive pensions
  • Pension funding through the business
  • Business protection
  • Key person cover
  • Shareholder protection
  • Succession planning considerations
  • Reviewing existing arrangements
  • Linking personal and business financial planning

What you get

A business owner planning review that sets out your options across pension funding, protection and long-term planning, with clear recommendations on how to proceed.

How we charge is agreed in writing before any work starts.

Related reading

Questions

Frequently asked questions

Can you help company directors with pension funding?

Yes. We advise company directors and business owners on pension funding, executive pensions and planning linked to the business and to personal circumstances.

What else do you cover for a business owner?

Directors' pensions, pension funding through the business, key person cover, shareholder protection and succession planning considerations.

How does this differ from a personal financial plan?

It connects the two. Company responsibilities and personal goals are reviewed together, then set out as one set of recommendations.

What do I receive?

A business owner planning review covering pension funding, protection and long-term planning, with clear recommendations on how to proceed.

Getting started

Talk it through

You do not need every document ready for the first conversation. Book a 15-minute online call, or send a message and we will tell you what would help.

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