“56% of small business owners said they felt more confident about their financial decisions with the support of a financial adviser.”
— National Small Business Association

COMPANIES AND BUSINESS OWNERS

Is Your Business Working as Hard for You as You Are for It?

At ACJ Financial Planning, we specialise in helping business owners navigate the complexities of both their business and personal wealth. With a deep understanding of the challenges you face, we offer comprehensive retirement and investment planning that aligns with your personal and business objectives. We also provide expert guidance on shareholder and keyperson cover, navigating the complexities of selling or exiting your business, securing mortgage advice, and assisting with inheritance tax planning to protect your legacy. Our goal is to safeguard the value of your business, maximise its potential, and ensure your personal wealth is structured to support your long-term financial future.

We are proud to work with multiple businesses across the Midlands, supporting not just business owners but also their employees. Our services include managing workplace pension schemes, implementing salary exchange schemes to reduce National Insurance contributions, and delivering informative seminars on retirement planning and pension awareness. Additionally, we arrange and managed employee benefit options such as group life and income protection, alongside drop-in sessions for those seeking more personalised financial advice.

By bridging the gap between financial literacy and decision-making, we empower your employees to make informed choices while strengthening the relationship between employer and employee.

  • The Best Financial Advice

    We used Chris at ACJ Financial and cannot recommend him enough. One of the first questions was about what we wanted to achieve, for us a life abroad having retired early was our dream . He dealt with our mortgage and organised our pensions, providing options of the best way to invest with forecasts of our future finances also allowing for the difference in taxation. Nothing was too much trouble and we always had full confidence in everything he did for us. We are now living our dream and in no uncertain terms it is only as a result of the help and advice we received from Chris at ACJ. If you are looking for financial advice we can’t recommend them highly enough.

    MR AND MRS H, WARWICKSHIRE

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We’d Love to hear from you

A conversation costs nothing. Our initial meeting is completely free of charge, giving you the chance to learn more about how we can help you with your financial goals and what services we offer.

If you have any questions or would like to discuss how we can assist you, please don’t hesitate to get in touch. You can use the contact form below, or call our office on 01788 648108 or info@acjfinancialplanning.co.uk