Getting you financially organised

I was running a successful media agency alongside two business partners. When we first started out we didn’t plan to grow the business too big, however the digital age really helped us to expand and exceeded all of our expectations.

Now more than 15 years later we have over 150 staff across several offices and countries. With the growth of business profits year on year, I needed advice on the best way to manage my own personal finances.

I always had a good understanding of the value of money but lately found myself spending more on my love of classic cars and sports. I wanted to understand what I should be doing with my money to start making it work for me. I had very little in terms of pension provision and no real investments. I needed to gain control of my finances, structure my affairs in the most tax efficient way and plan for the future. I wanted everything consolidated, simplified and easy for me to manage.

I used to receive calls on a regular basis from my bank offering investment advice. I was concerned about doing this and wanted more than just a quick fix solution. I needed someone who I could trust and deal with over the long-term, who understood the challenges of running a business.

I met with Mike, who discussed both my business and personal objectives, as well as my concerns. He took time to understand my business, current situation and future aspirations. He explained how they could consolidate everything into a single plan and help me to gain a clear view of my wider financial position.

We established a comprehensive plan, which helped me to see what the future looks like and protect me against any risks. I now have clarity on exactly how much I can afford to spend on my love of classic cars and sports without worrying about the effect on my future finances or lifestyle.

I can now concentrate on the growth of my business with the peace of mind that my finances are in order. I also benefit from knowing that I have a trusted adviser to support me today and right through to my retirement.

I appreciate the regular communication and updates I receive from Carrington, and I like knowing that when I phone the team understand my account and who I am as a client.

I now know where I am going and can trust that I am making the most of my money. I am always happy to recommend Carrington Wealth Management, especially to other business owners. Since meeting with Mike I have referred my two business partners in the hope that they too will achieve control over their finances.

Running my own business and worrying that I was not effectively managing my personal finances, I wanted to regain control and look forward to a future without being concerned about money. I also wanted a trusted adviser who I could depend on through to my retirement. Mike at Carrington helped me to create a plan to do just that.