Work and business
How to find a financial adviser for a business owner
What business owners should look for in a financial adviser, including founder experience, pensions, protection and personal planning around the company.
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Practical explanations for the decisions ahead. Search by question or explore a topic.
Work and business
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Work and business
Choosing an adviser as a company director
Compare experience with pensions, investments and the boundary between company and personal finances.
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Work and business
Financial advice before selling a business
Prepare your personal financial questions before the sale proceeds arrive.
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Do you need a financial adviser after selling a business?
Financial planning after a business sale, including cash, investment risk, retirement, diversification and adviser fees.
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What should you do with money after selling a business?
A decision framework for business-sale proceeds, including cash, diversification, future spending, retirement and financial advice.
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Pensions and financial advice for self-employed people
Understand pension planning when you are self-employed, how irregular income affects saving and when a financial adviser may help with retirement and protection.
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When might a contractor need a financial adviser?
Financial planning considerations for contractors, including pensions, variable income, protection and moving between employment structures.
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Work and business
How to choose a financial adviser for doctors
What doctors should compare when looking for financial advice, including pensions, private income, protection and adviser experience.
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How to choose a financial adviser for dentists
What dentists should compare when looking for advice on pensions, practice ownership, investments and protection.
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Work and business
How to choose a financial adviser for lawyers
Financial-adviser considerations for solicitors, barristers and law-firm partners with higher income or partnership interests.
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Work and business
Financial advice for founders with shares or options
What founders should consider when company shares, options or a future exit represent a large part of personal wealth.
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