Build personal wealth while your business grows.
Wealth management doesn't mean making more money, but keeping more of what you earn and investing it wisely.
We help founders move beyond reactive financial decisions by implementing a long-term plan for wealth accumulation, preservation, and legacy planning.
Tax-efficient remuneration strategies
Personal investment planning
Business exit and succession planning
Coordination with IFAs, solicitors, and private banks
Our goal? To help you turn business success into personal freedom - on your terms.
Taking control of your business finances means being able to put your finger on accurate numbers – at any time. Our systems and processes give you that power. We’ll help you get a clear understanding of the financial reports so you can make confident business decisions. Then we’ll develop a financial plan (the route to success) and measure your ongoing results in real-time.
We’ll help you create a 1-page business plan, then prioritise into quarterly 90-day sprint plans. You can finally stop spinning 15 plates at once and concentrate on what really matters. We’ll coach you through the tactics to achieve your growth goals, and connect you with the rest of our amazing clients through events, live training, mastermind calls and online groups.
Every time we review a client's previous tax returns, we find overpaid taxes. We’ll do the same for you. Most accountants simply aren’t qualified in tax planning (or don’t have the time to do a proper job). You’ll benefit from our 7-step process which guarantees you pay the minimum tax legally possible. We aim to get all new clients a refund of previously overpaid tax.
You've been phenomenal. I understand my numbers, I've saved tax, everything's automated & smooth, I've got clear goals and I sleep better at night.
Working with Simon has helped me get true financial clarity, so the decisions I am making are the right ones to grow my business
We're seriously impressed with Growfactor and our Senior Growth Manager, Asees. The systems that are being put in place are amazing, the training is excellent and we can see the massive value this will add to our business.
