‘A business plan is pointless without a personal plan’ 

Do you remember the moment you decided to become a business owner? The elation and realisation that you are now your own boss and an entrepreneur. The fear and acceptance that the buck now stops with you. What a moment that was!

Building a business from day 1, or taking over an existing enterprise, is no mean feat. The challenges you face are like no other. Responsibilities increase. Your working day potentially extends. All whilst potentially trying to be a loving parent and spouse.

Your need for trusted and high quality financial advice does not reduce at this moment; instead it increases. Not only do you need to monitor your personal finances and their ability to fund your future self, but you also need to monitor your company’s finances and their ability to help your business grow.

True story – most of the business owners we meet pay themselves last. It’s understandable, with employees to pay, creditors, business rates, and the like. In doing so are you inadvertently putting off saving for your own retirement? But is there a better way?

Another true story – the typical business owner we meet does not know how much money they need to have saved (or to have sold their business for) to enable them to live a dignified three-decade+ retirement of rising costs. Is this you?

At Longhurst we work alongside a wide range of business owners, from start-ups with visions of IPO’s, to well established organisations looking for a change of approach to their personal and corporate planning.

Everything from understanding what initial building blocks you need to put in place, to tax efficiently withdrawing profits, pension planning, insurance and disaster planning, and eventually legacy/exit strategies.

Where appropriate we deliver our business owner service alongside your existing team of professional advisers, including your high street bank, solicitor, accountant, or business adviser.

One of our aims is to help facilitate a ‘Trusted Team’ approach to your corporate planning, ensuring you receive a joined-up, cohesive service from all of your professional advisers.

Why Plan?

What does wealth mean to you?

The value of investments and income from them can go down. You may not get back the original amount invested.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

A pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

A mortgage is a loan secured against your home or property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

The Financial Conduct Authority does not regulate commercial mortgages.

We do not offer Travel Insurance as part of our out-sourced Travel Planning referral to NotJustTravel (Agency) Ltd.

Longhurst Limited is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register ( under reference 149816.

Longhurst Limited is registered in England and Wales under reference 11193790. Registered office address: Second Floor, 123 Aldersgate Street, London, United Kingdom, EC1A 4JQ.

The guidance provide within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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