Our 6-step Control Point Framework helps business owners and entrepreneurs turn commercial success into personal financial freedom.

Here's how we formulate the plan towards your goals:

Step 1: Understanding You and Your Business

We explore your family finances, business goals, company’s structure and ownership model, alongside your lifestyle goals and long-term aspirations.

Step 2: Aligning Business and Personal goals and ambitions

We map your business and personal balance sheets together, identifying where the two overlap and where value could be unlocked.

Step 3: Financial Analysis

Through detailed analysis, we capture everything from corporate accounts and remuneration structures to pensions, investments, and protection policies and outline our initial thoughts for the plan.

Step 4: Building the Plan

We develop a bespoke strategy that aligns your business, wealth and life goals so we know where you are now and where you want to be in the future

Step 5: Implementation

Once the plan is agreed, we will work with your accountant, solicitor, corporate finance and other advisers to put it into action. Every recommendation is executed seamlessly, ensuring compliance and alignment across all parties.

Step 6: Monitoring, Reviewing and Adapting

We meet regularly to review personal goals, business performance and market conditions - adjusting your strategy as life, work and legislation evolve.