Helping business owners plan for today and the future
Running a business involves making important decisions every day. But your business success and personal financial future should work together.
Falke helps directors and business owners create joined-up financial plans covering retirement, protection, pensions and long-term goals.
Finance
Business Financial Planning Expertise
Business owners often focus on building their cAompany while putting their own financial planning to one side.
Richard helps you look at the bigger picture — connecting your personal goals with your business decisions to create a clearer path for the future.
Richard Pattison APFS holds the CII Level 6 Certificate in Advanced Financial Planning, including Business Financial Planning. This supports his ability to help business owners understand how their business decisions connect with their wider personal financial goals.
Director Pension Planning
We help business owners understand pension opportunities, retirement planning and how their company can support their long-term financial goals.
Business Protection
Your business may depend on key people and important relationships. We can help you explore protection solutions designed to support continuity and resilience.
Employee Benefits
Attracting and retaining good people is important for many businesses. Falke can help you explore workplace benefits and protection solutions where appropriate.
Succession & Exit Planning
Whether you are planning to sell, step away or pass your business on, careful preparation can help you make informed decisions.
A Planning beyond your business
A successful business is only one part of your financial future.
Richard works with business owners to understand both their company objectives and personal ambitions, creating a plan that connects the two.
01
Understanding your goals
We start by understanding your business, personal circumstances and what you want to achieve.
02
Review your financial position
We look at your pensions, protection, investments and business needs to identify opportunities and priorities.
03
Build your strategy
We create a clear plan designed around your objectives and explain each recommendation.
04
Support your future
As your business and personal circumstances change, we continue to review and adapt your plan.
Frequently Asked Questions
Yes. We can help business owners explore pension planning and wider financial strategies designed around their retirement goals.
Business and personal finances are often closely connected. We help business owners understand how decisions in one area may affect the other.
Yes. We can discuss protection considerations for business owners, including key people and continuity planning.
Yes. Where appropriate, we can work alongside your existing professional advisers to support joined-up planning.
Plan the future of your business with confidence
Whether you are building your business, preparing for the next stage or planning your eventual exit, a conversation with Richard can help you understand your options.
Open Hour
Meetings by appointment