Andrew Hill Ltd - Independent Financial Planning in Horsforth, Leeds

0113 258 0099

Business Owners & Entrepreneurs

What can I do with surplus Business funds?

How do I replace my business income after I exit?

Investments and Financial Planning in Horsforth LeedsBuilding and running a successful business requires some unique skills and an entrepreneurial ability. Successful wealth creators, whilst often very different as individuals, have some common needs.

Whilst running a business:

On exiting a business:

Maximising the proceeds of your endeavours is an important part of your journey and takes planning. We partner with you to establish your desired lifestyle and how best to achieve this, bearing in mind tax considerations and the need to manage investment risk and access to capital when needed.

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Estate Planning

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Retirement Planning

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Long Term Care

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Jargon Free Consultation!

Your initial consultation is at our expense, during which you can tell us of your particular needs, wants, and aspirations, and we can explain how it works from our side. It shouldn’t take more than 30 minutes of your time.

The Personal Finance Society Chartered Insurance Institute Chartered Institute for Securities and Investment Certified Financial Planner Independent Financial Adviser