Business owners and entrepreneurs
Maximise your personal financial wellbeing by optimising your capital effectively and managing your tax responsibilities efficiently.
Contractor Wealth Management and CMME Wealth, our owned brands, have been servicing business owners since 2015.
[Tax Planning and Estate Planning are not Regulated by the Financial Conduct Authority. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested. For ISA’s investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers. Tax treatment varies according to individual circumstances and is subject to change.]
What do we offer?
As a business owner, there’s so much to think about when you own a business. We’re here to help you prioritise your personal financial wellbeing.
We are offering the following services
Pensions and retirement planning:
Get on track for your retirement planning and use the funds in your business efficiently. Review any existing provisions to make sure you aren’t taking unnecessary risk.
Investments:
Ensure you aren’t missing out on any potential growth by having a review of your investment planning.
ISAs:
Make the most of your £20,000 annual ISA allowance between cash and investment based ISA’s to make your money work harder for you.
Estate Planning:
Manage your estate effectively to ensure your loved ones aren’t paying away unnecessary tax.
Tax Efficiency:
Make the most of your annual allowance to ensure you are as tax efficient as possible as once the allowances are gone, they are generally gone forever.
Protection:
Protect yourself, your business and your loved ones, either personally or by making the most of the ownership of your company.
Why choose us?
We understand business owners.
We are one of the few dedicated wealth management and financial planning firms dedicated to contractors in the UK.
100,000 mortgage and wealth clients to date.
Together with our sister company, CMME Mortgage and Protection Limited, we have serviced nearly 100,000 customers to date.
