PERSONAL FINANCIAL PLANNING

As the owner or principle of a business your primary focus will usually be on the creation of wealth through the development of your business interests. Your attention will usually be applied to the day-to-day management of your business and you may feel you have insufficient time to apply your thoughts to your personal finances, business exit strategy or retirement. There are many organisations available to help you with personal financial and retirement planning, from your local independent financial planning consultant or personal banking team through to national and international asset management companies. Your objectives and aspirations are often as individual as you are. As principle advisor to your business, Kay Johnson Gee can play an important role in helping you achieve your objectives and where appropriate through and with your existing advisors.

In conjunction with our range of services to your business, we can help you establish and develop a strategy which is tailored to your needs and given our knowledge of your business, a strategy which is entirely relevant to your business and financial objectives.  We can review and monitor any current strategy already in place. 

We have a wealth of experience in several areas of personal finance including:

• Retirement and business exit planning
• Developing an investment strategy
• Wills and estate planning
• Use of Trusts
• Tax for Individuals advice