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A business owner

Throw off the shackles

Your business shouldn’t be a burden, but a source of pride. If that’s no longer the case for you, know that many other entrepreneurs also struggle to balance the demands of business success and family life. What you can do differently to them is snag a seasoned professional to help you through it all.

Our founder, Harry, is a Chartered financial planner with more than 20 years’ experience helping entrepreneurs just like you. And as a business owner himself, Harry can truly empathise with your circumstances, and offer the expert guidance you need to feel excited about the future once more.

Your worries, taken care of

Have I left myself open to risk?

If you don’t know what would happen to your livelihood if something unexpected happened to your business, now’s the time to take action. With our help, you can work out the right insurance and protection for your circumstances and put the appropriate solutions firmly in place.

How could I reduce my tax bill?

As a business owner, there may be personal and professional tax allowances and reliefs that you aren’t taking full advantage of. Speak to us, and we’ll carry out a comprehensive review of your existing arrangements, and work out the best way to keep hold of more of your hard-earned cash.

Is it too early to plan an exit?

For business owners, retirement means releasing control of the company you’ve built. Financial planning can reveal precisely when you can do that. Our expert adviser Harry will use all his know-how to give you a true picture of your wealth, and you may be surprised by what you learn.

The Financial Conduct Authority does not regulate some aspects Tax Planning.
The Financial Conduct Authority does not regulate Cashflow Planning.

Six steps to success

As our client, you’ll follow the simple process outlined here. Follow the links below to discover what each stage involves.
Discovery
Fact-find
Masterplan
Research
Implementation
Review
How it works

Trusted by real clients

VouchedFor is the UK’s leading independent review site for financial planners and advisers. We’re delighted to have so much positive feedback from verified reviewers who’ve benefited from our creative approach to retirement planning. Click or tap on the logo to see for yourself what people had to say about us.

Contact us

Ready to begin? Fill in this short form and we’ll get straight back to you to discuss your query.

    Retire By Design Limited is registered in England and Wales: 15389165. Registered office: Mocatta House, Trafalgar Place, Brighton, BN1 4DU.

    Retire By Design Limited is an Appointed Representative of ValidPath Limited (FCA No. 197107), which is authorised and regulated by the Financial Conduct Authority.

    The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.