LIFETIME FINANCIAL SOLUTIONS Business Owners Making the most of your wealth, at work and at home As a business owner, managing finances at both work and at home can often feel like a balancing act. If you nurture one, you may feel like you’re neglecting the other, in reality though, they need to work hand-in-hand. That’s where financial advice can help. We work with business owners to secure the protection of both your business and your family, tax-efficiently managing your finances and protecting you against unforeseen circumstances both at work and at home. Owning a business can make you feel like you’re spinning a few too many plates, but financial advice can help you make sense of everything. Here’s how we can help: We’ll help you to extract profit from your business in a tax-efficient way, building your personal assets and helping your family at home. We’ll help you navigate the mortgage market, and help to solve the specific issues many business owners have in securing a loan to buy your home. We’ll help to ensure that should the unexpected happen and you become seriously ill, or die, that your business will survive and your family will be financially secure. We’ll help you navigate succession planning to ensure you retire on your terms; at a time of your choosing with the income you need. We’ll work closely with your accountant to help reduce your corporation and individual taxes. If you’re a business owner in need of financial advice, we are here to help. Fill out the form below and someone will be in touch. EXPLORE Our Services MEET Our Team VIEW Case Studies HOW CAN WE HELP YOU? Send an enquiry What is your name, please?* What number should we call you on?* 0 of 12 max characters What's the best email to contact you by? How can we help you?* Our Norfolk Office Blofield Business Centre Woodbastwick Road Blofield Heath Norwich NR13 4RR 01493 369061 info@lifetimefinancialsolutions.co.uk Our Suffolk Office Unit T Camilla Court Nacton Suffolk IP10 0EU 01473 356556 info@lifetimefinancialsolutions.co.uk Mortgages on and equity released from your home will be secured against it. Lifetime Financial Solutions is a trading name of Sophex Limited which is authorised and regulated by the Financial Conduct Authority, Financial Services Register Number: 457902. You can find Sophex Ltd on the FCA register by clicking here. Registered in England & Wales. Company number: 05882188. Registered Office: Blofield Business Centre, Woodbastwick Road, Blofield Heath, Norwich, NR13 4RR. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. If you wish to register a complaint, please write to or telephone Ian Couling at our Norfolk Office. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here or by contacting them on 0800 0234 567. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Tax Planning, Will Writing, Commercial Buy To Lets and some forms of Estate Planning. Click here to read our privacy policy. © Copyright – Sophex Ltd We are using cookies to give you the best experience on our website. You can read our privacy policy here. Accept