I Am Over 50 & A Business Owner

I am over 50 & a business owner

"I am Michael and I am married to Karen, with 2 adult children at University.

I am 54 and hope to retire in the next 5-10 years.

I am a Company Director for a local business.

I earn £80,000 per annum and have a £200,000 mortgage on a £500,000 property, and want to pay this off as soon as possible.

I have a company pension valued at £150,000 and various ISAs and small investments.
I enjoy travelling and the theatre.

I want to organise my pensions and savings so that I can prepare for retirement in due course.

I know ASPL can help us."

You are likely to be busy and focussed upon your business. Your thoughts are turning to “how and when to exit” yourself from the business, with sufficient reward to enable you to enjoy your retirement.

You know that you should give more time to your investments, pensions and financial matters, but your main priority is growing your business. However, you are aware of the radical pensions reforms announced in 2014, and want to know how they will specifically affect you.

You need someone who is trustworthy, knowledgeable, accessible and suitably qualified to advise you.

You also want to avoid as much paperwork as possible, and so your advisers need to have embraced technology within their business.

You would like to be advised by a firm that has many years’ experience of advising business owners.

You would want a clear explanation of the pros and cons of pursuing a certain course of action, and the cost of doing so.

We believe we can help you.Click on the links below to find out more or use the buttons to get in touch.Thank you.
 

Our services

ASPL Wealth Management Service
Constructing, managing and reviewing your investments.

Estate and Inheritance Tax Planning
Planning now can help ensure that your beneficiaries receive more of your wealth whilst making at least adequate provision for you and your spouse in future years.

Referral Service
We can introduce you to Accountants, Solicitors, Stockbrokers etc.

Protecting your Family / Business
Providing for your family or business in the event of death or illness.

Personal Tax Planning
Ensuring that your Assets are owned and arranged tax-efficiently.

SIPP/Premises Purchase Service
For Clients who wish to consider using their pension(s) to purchase a business premises.

Corporate Financial Investment
Investment and pension schemes for your Company

 

Other Complementary Services

Online Valuation Service
Access to your portfolio valuation 24/7.

Valuation Service
Regular, comprehensive, portfolio and insurance valuations prepared.

“Remove the Hassle” Service
We can consolidate your investments and insurances, if appropriate, and reduce your paperwork and administration.

Second Opinion Service
You may have received Professional Advice that you would like a review of.

ASPL Administration Service
Contact our excellent support team with any Administrative queries.

ASPL Direct Service
For those Clients who require less personal attention, but access to all our Services.

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Expert advice on investment and pensions. Mr P - Solihull

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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