OWNING a business can be exhilarating, frustrating and challenging – often in the same day. Your business success and your personal finances are closely connected – but hitting the right balance between them can be tricky.
That’s why Gary Walker Wealth Management has launched a special new guide for business owners in the North-east.
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Gary Walker, founder of Gary Walker Wealth Management, said: “We’re uniquely positioned to help you make the best decisions now and for the long term – for you and your business.
“We advise business owners on everything from effective tax strategy to agile cash-flow management, pension and protection schemes, and planning successful exit strategies when the time is right.
“We have access to a range of helpful tools. These, combined with our financial expertise, will give you the ability to see the bigger picture – right across everything, both at home and at work – and how your financial future could look. This will give you the peace of mind that comes from knowing you’re doing the right thing.“
Gary Walker provides expert advice to help individuals, families and businesses achieve their financial goals, building long-lasting relationships that supports your planning as life changes.
It is a Principal Partner Practice of St. James’s Place, allowing it to provide specialist advice on a wide range of areas:
- Investment Planning
- Protecting Your Wealth
- Mitigating Tax Liabilities
- Pension Planning
- Financial Education & Wellbeing
- Retirement Planning
- Intergenerational Wealth Management
- Inheritance Tax Planning
