Business Clients 

Your Corporate Financial Focus^TM is our comprehensive offering for business owners, which addresses the seven key problems that in our experience are most commonly encountered by these small to medium-sized (SME) organisations.

However, it should be noted that all our solutions are modular and can be undertaken in isolation. Business owners would also normally enjoy the benefits listed under Your Financial Focus^TM in addition to corporate services, as this enables complete clarity, understanding and effectiveness for both their business and their personal lives.

The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.

Our priority is to add value to any client situation. As long as we are able to do this we do not impose strict criteria of what a client must ‘look’ like before we are prepared to engage them. What we have learned though is that we are able to bring maximum benefit in multiple ways to corporate clients whose situations are as follows:

• Owners of successful small to medium business or businesses
• Approximate company valuation between £1 million and £30 million
• Annual net profits generally in excess of £250,000 (£100,000 in excess of profits required for personal income)
• Accumulated assets generally in the region of £250,000 to £10m
• Frustration that they are paying too much tax
• Time and resource restrictions
• Lack of understanding and clarity of existing corporate financial arrangements
• Concern that corporate assets aren’t being maximised and risks minimised
• The business being constrained by cash-flow availability