26 Apr 2021

Q&A: How can you financially plan as a Business Owner?

Nadine Collins

Associate Financial Planner

As an entrepreneur and business owner, you may have dedicated years of your life to building up your company and turning it into an effective generator of wealth. As the years go on and you start to consider retirement or leveraging your success to provide for future generations of your family, your financial affairs may have gained unexpected complexity and it may not be clear what the bigger picture looks like. Nadine Collins, Associate Financial Planner and Matt Green, Senior Investment Director in our Guildford office discuss how to financially plan as an entrepreneur, the importance of being proactive and navigating challenges such as potential changes in tax regimes and inflation.

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Whether you are looking to invest for the first time, or have an investment portfolio already, if you don’t know where to begin, or know exactly what you are looking for, we can help. Contact your local Investec experts in Guildford today, to discover how we can help you to fulfil your financial goals, and live life the way you want to.

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