Business owners
Helping you achieve your goals is our focus. When we work with you, we become invested in delivering the results that matter to your business.
We’ll answer questions
such as:
- How can I use my business to maximise tax efficiency?
- Can I use my business to fund pensions in a tax efficient way?
- Have I got the right protection in place?
- When do I need to start planning my exit?
- How does my business fit into my personal financial plan?
Make your business and personal finances work for you
Our 360° approach can help you synergise your personal and business goals, giving you better financial security and stronger foundations to grow and achieve your aspirations. Our hands-on, personalised service puts your needs first, and we’ll organise everything from business protection to executive pensions. Plus, we’ll work with you and your accountant on your tax planning and succession strategies.
Our expertise extends to people who are:
"Working with Bloom gave us clarity, simplified our finances, and made our future feel secure.”
Hear their story
"It was refreshing to work with someone who truly listened and tailored their advice to our goals.”
Hear their story
“We were looking for someone with the right expertise, and James exceeded our expectations.”
Hear their story
James and the team helped us to realise our goal by bringing everything together in a very clear, understandable package.
With the help of James and his team, our initial objectives were promptly and efficiently achieved. The groundwork for our future retirement income has been put in place.
James explained everything we needed to know in a courteous and easy to understand manner. Any queries outside of our regular meetings and calls are dealt with very promptly.
What do our
clients say?
We want to make a positive impact on every client’s life and help their finances bloom. We’re proud of the positive feedback we’ve received.