Charlotte Poole-Graham Wealth Management

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Charlotte Poole-Graham Wealth Management

Charlotte Poole-Graham Wealth Management

As a business owner, your focus is on running your business and looking after your clients. However there are many financial planning decisions that you need to make on a regular basis and you may find that you do not have the time, expertise or inclination to do so.

I help you, as a business owner, with your corporate financial planning so that you can focus on what is important to you; running your business. This can include:

  • Tax efficient profit extraction
  • Auto enrolment and pensions
  • Employee benefits
  • Corporate investments
  • Life insurance through limited companies
  • Shareholder protection
  • Business exit planning* (ensuring the company is set up in a way that will benefit from business property relief and/or entrepreneur’s relief where applicable on sale and/or death)
  • Corporate protection
  • Purchase of commercial property for the business through SIPP (self invested personal pension)

I offer a no-obligation financial review during which we talk about you and your business. By spending time on understanding what makes your company successful and your own specific wealth creation objectives, I am able to put a plan of action in place. If you would like to organise a meeting please do not hesitate to contact me.


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