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Book a FREE Finacial Review

A financial "MOT" for entrepreneurs who are serious about sorting their business and personal wealth

Book a call with Dai Rose and get your personal and business finances sorted

Dai will help to sort your finances. He will take 60-90 mins to get to know you and then provide you with a comprehensive financial overview.

During the Call we will cover...

Here and Now

I will explain how you should protect what you've already got.

 

There are some tax-efficient ways to purchase life assurance through the business.

 

You should also protect your income in case you cannot work for a long period of time.

The Future

Discover how to give yourself a £40k tax-free pay rise courtesy of HMRC.

 

I will help you build a pension so that you can retire when you chose and live your ideal life in retirement.

Passing it On

You've built a great business but someday you may wish to pass it on to your kids or beneficiaries.

 

I will work with you to ensure your loved ones get what you want them to whilst working on ways to protect your estate from inheritance tax. 

01792 720510

Sterling Welsh is an appointed representative of New Leaf Distribution Ltd which is authorised and regulated by the financial conduct authority (FCA). Our FCA number is 680894.

Registered in England - Company number: 09455341

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This website is aimed at UK Residents

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Copyright, Sterling Welsh Ltd.

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