Financial Planning for Business Owners Download

Business Owners have special financial planning requirements.

It is normal for business owners to spend so much time working on their business, that their personal finances are often neglected. You need to have a personal financial plan for you and your family, to make sure that you move enough value out of your business into your personal finances, to let you live the life you want. This should be done while you continue to build and prosper, and on your exit – whether that is a prepared succession plan or a sudden catastrophic event.

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Modulus Financial Planning look forward for you to contact us for more information about any of our products or services.

Modulus Financial Planning

Suite 12, Avonmore House,
15 Church Square, Banbridge,
BT32 4AP, Co.Down, Northern Ireland

Let’s Talk About Your Finances

Here for all your saving & investment, pension & retirement planning, tax & estate preservation and insurances.

CALL: 028 40 33 68 67

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Modulus Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register under reference 965916. Registered in Northern Ireland, Company Number NI673772.
The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

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