Business Owners & Entrepreneurs
Turning commercial success into long-term personal freedom.
Independent
Chartered
Award-Winning
Established
in Yorkshire
You’ve Built Something Through Hard Work
No one hands you a successful business. It takes judgement, risk and long hours.
We work with business owners across East, West, North and South Yorkshire, as well as with clients nationwide. From manufacturing firms in Hull to professional practices in Leeds, family-run companies in York and growing enterprises in Sheffield. Different industries, different stories, but a familiar pattern.
The business becomes both your greatest opportunity and your greatest concentration of wealth and at some stage, the focus changes. It’s no longer just about growth. It becomes about independence, flexibility and what the business is ultimately building for you.
When the Questions Start to Carry More Weight
As your business evolves, so do the financial decisions around it.
We regularly speak with owners who are asking:
Am I taking profits in the most sensible way?
Should I be building more wealth outside the company?
When do I start preparing properly for exit or succession?
Am I too reliant on the value of the business itself?
These aren’t dramatic questions – they’re sensible ones – but without structure, they can drift.
Our role is to help you step back and see the whole picture, bringing clarity to profit extraction, pension planning and long-term strategy, so the success you’ve created supports the life you want to lead.
How We Support Business Owners
We typically work with established business owners, often those with £500,000 or more in investable assets alongside a successful company, while also supporting those from £150,000 upwards who want a more structured, joined-up approach – not someone to run the business, but someone to help ensure the decisions around it are thought through properly.
Pension Planning
Building meaningful personal wealth outside the company while allowances are still available.
Exit Planning
Preparing early so timing, valuation and capital gains
exposure don’t catch you off guard.
Tax Planning
Structuring profit extraction and remuneration so today’s efficiency doesn’t limit tomorrow’s flexibility.
Protection Planning
Ensuring the business and your family remain financially
stable if circumstances change unexpectedly.
You’ve Carried The Responsibility Of Building The Business.
Let’s make sure the wealth it creates carries its weight too.
About Informed Financial Planning
We’re a Yorkshire firm, based in Hessle.
Over the years, we’ve worked with founders and directors across East, West, North and South Yorkshire – people who’ve built their companies steadily and want the same steady approach to their personal planning.
We understand the weight of ownership. Decisions affect staff, family and long-term security, not just numbers on a page. Many of our client relationships span years, because planning at this level is rarely a one-off exercise.
As Independent Chartered Financial Planners, our advice isn’t tied to products or providers. It’s built around your circumstances, often alongside your accountant or solicitor, and designed to evolve as your business evolves.
Is This You?
At this stage, decisions around profit, tax, pensions and exit start to shape more than just the next financial year, they shape long-term independence.
With the right structure in place, you gain clarity over your options, confidence in your decisions and greater control over what your business ultimately delivers for you and your family.
We typically work with business owners who:
Have built established, profitable companies
Have accumulated meaningful personal wealth (often £500,000+)
Are thinking about the next five to ten years, not just the next quarter
Let’s Talk About What Comes Next
You’ve worked hard to create options, let’s make sure you use them wisely.