Financial Planning for your business

You’re an owner or director of a business – we know you are passionate about making it successful and profitable, so that it can support your lifestyle now, in the coming years, and when you choose to exit. 

We’re passionate about working alongside you to make sure you get the best value out of your business not just when you retire, but as you go along. We’ve all heard the old saying about ‘putting all your eggs in one basket’ – well, we can help you use your business to build up a nest egg that sits outside the basket, which helps reduce the risk of relying on just one asset for your retirement. 

Why Johnston Campbell

At Johnston Campbell, our aim is to guide you through your financial life. For almost half a century our clients have trusted us to help them meet their goals. We don’t simply sell you products – we offer you tailored, flexible advice delivered with expertise and a high level of service. We will help you plan and manage your financial future by listening to your aims and working with you – and for you – to make them happen. 

Our simple approach helps you to understand what is important to you, what you want to achieve and then helps build a plan towards getting there. Your plan should also look at the threats that might appear along your journey that stop you achieving your aims.

Slide Investment Exit Strategy Your key people What happens if? Retirement Pension scheme Borrowing Illness Death of a partner Business sale Expansion Protection Staff benefits

What you need to know

Developing and using a financial plan enables you to visualise the areas in which resources are most needed for the business to grow, such as marketing, expansion, or product development. Without this vision, business decisions become riskier, and companies could end up missing out on great opportunities.

  • We can work with your accountant to plan a remuneration strategy to help you reduce your tax bill.
  • We can plan your exit strategy.
  • We can ensure that the business survives you, and your family is protected with Directors’ Share Protection.
  • We can ensure your income survives during a period of illness.
  • We can identify and protect your key people with keyman Insurance.
  • We can advise you on pension planning including SIPPs and SSAS advice.
  • We can protect any loans that your business has.
  • We can provide a complete Auto-enrolment advice service to make complying with the workplace pension rules as painless as possible.

Meet your team

We are a modern and progressive company built on a solid foundation of consistent expertise and professionalism. Our people have a reputation for going the extra mile, for their empathy and being passionate about what they do. In everything, you are put first and treated with honesty, courtesy and respect. It is only through trust and cooperation that we can understand and meet your expectations.

Selecting a financial adviser who specialises in financial planning for business owners is one of the best decisions you can make. We can help separate business and personal finances, set out plans for the future and keep your assets and investments well managed and diversified, while you continue to focus on growing your business.

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As part of the service, our clients receive a regular newsletter to help keep them informed and potentially offer solutions based on their plans. Sign up for free to receive our newsletter for 6 months.

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