Business financial adviser in Liverpool: Build wealth without burnout
Tailored financial advice for business owners
Starting up the right way
Protect your business & family
Planning for growth
Tax efficiency
Cashflow and budgeting
Growing your business
Growth strategy
Tax planning & optimisation
Retirement planning
Networking
Preparing for sale
Exit strategy
Tax planning & optimisation
Post-exit passive income
Wealth preservation
We work in conjunction with an extensive network of external growth advisers and SME specialists, who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale and exit.
As a business owner, you’re juggling endless responsibilities: growing your company, managing employees, and making sure your personal finances don’t take a backseat.
But you don’t have to do it alone. With expert financial guidance, you can protect your income, grow your wealth, and secure your future—all while staying focused on building your business.
How do I balance my business and my personal finances?
Does this sound familiar?
“I’m great at managing my business finances, but my personal finances feel neglected.”
“What’s the best way to save for my future while reinvesting in my business?”
“How do I balance my income, savings, and the unpredictable nature of running a company?”
As a female business owner, you’ve worked hard to get here, but managing your finances can feel overwhelming and time-consuming.
Why it matters: Your future depends on the choices you make today
Running a business has ups and downs, which is why it’s crucial to take control of your finances now:
Without a clear plan, it’s easy to focus entirely on your business while neglecting personal savings and investment planning.
Unforeseen challenges can put your financial stability at risk if you don’t have the right protections in place.
Building wealth and security shouldn’t mean sacrificing the life you’ve worked so hard to create.
It’s time to ensure your financial success matches your business success.
Financial planning for women in business
Your business is thriving—now it’s time to take care of you.
As an experienced female financial adviser, I understand the unique challenges business owners face. Together, we’ll create your Money Map; your bespoke plan that lets you focus on your business while building long-term financial security.
Evaluate your current financial situation and identify opportunities for growth.
Develop strategies for balancing reinvestment in your business with personal savings and retirement goals.
Protect your income, assets, and family against unexpected events.
This is about making your money work as hard as you do.
Picture This
Imagine running your business without worrying about future you. Your personal finances are thriving alongside your company’s success, and you have a clear plan for growth, security, and retirement.
You’re not just working hard—you’re building the life you’ve always dreamed of.
Financial Freedom Blog
FAQs
Q: I am selling my business. When should I contact you?
A: As soon as possible! I often get approached for financial advice after the business has been sold, and clients say to me “I wish I had met you sooner”.
There are often ways to maximise your hard earn’t money, often through saving tax, by working collaboratively with your accountant and solicitor ahead of and during the sale.
Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
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Absolutely! Financial freedom is about balance. You can build wealth, save for your goals, and still indulge in the little luxuries that make you happy. My job as your female financial adviser is to help you plan out all of this.
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If you’re an independent woman who wants to take control of her finances while still enjoying life—this is for you. Whether you’re just getting started or want me to look over your plans to make sure you are not missing anything, I’m here to help.
I provide specialist financial advice for women at various life stages, click here to find out more about these services and the clients I help.
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The next step is easy! Book your consultation, and we’ll chat about your goals, your current financial situation, and how we can work together to create a plan that fits your life. Let’s have a coffee and see how I can help.
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Regular meetings, at least annually. Your life is not static, neither are market conditions. It is important to review your financial plan and make adjustments if needed.
If you are selling your business, then I recommend meeting or checking in every 6-8 weeks to ensure your exit strategy is aligned with your goals, and if your financial plan needs to be amended. I am on the other side of the phone as your wealth wingwoman throughout the process.
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I have access to meeting rooms across Liverpool, Manchester and London if you would like to meet in an office.
My clients also like meeting at their office, home or virtually, whichever is most convenient at the time.