Business owners

Your financial partners

When you’re busy running a business, it’s not always possible to dedicated time to your future finances. We know things would be easier if you had a trusted adviser you could lean on – that’s where we come in.

We’re specialists in supporting business owners with their holistic financial planning needs. We’ll act as your dedicated financial partner, so you can focus on the things that matter most.

Here’s how we can help…

Together we’ll identify your business and personal goals, then plan a route towards achieving them.

We’ll find solutions to help reduce your tax liability and maximise the opportunities and allowances available.

We’ll put plans in place to ensure your business and your family are protected against the unforeseen.

We’ll make sure that when it comes to withdrawing capital, you’re doing so in the most tax-efficient way.

When the time comes to move on from the business, we’ll support you in forming a suitable exit strategy.

Most of all, we’ll be here to act as your financial partners, taking the strain when you need it the most.

The value of investments can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate taxation / trust advice.

Contact us

Get in touch today to set up an initial chat with a member of our team. Simply give us a call, email us or leave a message using our contact form.

email [email protected]

local_phone 01292 266430

Strathayr Financial Services LLP is a registered company in Scotland. Registration number: SO300013. Registered office: 18 Miller Road, Ayr, Ayrshire, KA7 2AY. Authorised and regulated by the Financial Conduct Authority (FCA). Reference number: 400531. Strathayr Financial Services is a Limited Liability Partnership.

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123

http://www.financial-ombudsman.org.uk

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