Entrepreneurs
You've built something valuable. We help you protect it, extract from it tax-efficiently, and build personal wealth that doesn't depend entirely on your business.
What We Address
The financial pressures entrepreneurs face
Separating personal wealth from business assets and risk
Extracting profits from the business in the most tax-efficient way
Building a pension when income is irregular or heavily reinvested
Protecting the business — and your family — if you cannot work
Knowing when and how to plan for an eventual exit or succession
Making time for financial planning amid the demands of running a business
How We Help
Advice built around your business
Pension Planning for Business Owners
SIPPs, SSASs, and employer contributions allow entrepreneurs to extract significant profits tax-efficiently while building substantial retirement wealth outside the business.
Business & Personal Protection
Key person insurance, shareholder protection, and relevant life cover ensure your business survives the unexpected — and that your family is not left exposed.
Tax-Efficient Profit Extraction
The right mix of salary, dividends, pension contributions, and other strategies can make a significant difference to the tax you pay on the income your business generates.
Investment & Wealth Building
Surplus cash should not sit idle. We build investment strategies that grow your personal wealth alongside your business, diversifying your net worth over time.
£60k+
pension input available via employer contributions
0%
CGT on qualifying business disposals (BADR)
Day 1
key-person cover from policy inception
Whole-market
independent advice, no tied products
Explore Further
Related planning guides
Selling a Business — Financial Planning Advice
The financial planning decisions made before a business sale are often more valuable than those made after.
Read guidePension Consolidation Advice
Bringing your pension history together — so you can see the full picture and plan with confidence.
Read guideTrusts Advice
Trusts can be powerful planning tools — but they need to be structured correctly to deliver their intended benefits.
Read guidePassing on Wealth — Estate Planning Advice
Effective estate planning is about passing on what you have built — to the people you choose, in the most efficient way possible.
Read guideInvesting a Lump Sum
Making the right decision with a significant sum of money requires a clear head, a structured process, and independent advice.
Read guideRetirement Income Planning
A successful retirement income strategy balances security, flexibility, and tax efficiency — for however long you need it.
Read guideInheritance Tax on Property
For many UK families, the family home is now the primary driver of inheritance tax exposure.
Read guideYour business deserves a financial plan too.
Most entrepreneurs focus everything on the business. We make sure the personal side is equally well planned — protecting what you've built and setting you up for what comes next.
Castle Stonebridge Limited is an Appointed Representative of Rosemount Financial Solutions (IFA) Limited, which is authorised and regulated by the Financial Conduct Authority. Rosemount Financial Solutions (IFA) Limited is entered on the Financial Services Register under reference 535515.
Protection: Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.
Investment & Pensions Risk: Capital is at risk. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Past performance is not a reliable indicator of future results.
Regulatory Notice: Estate and inheritance planning is not regulated by the Financial Conduct Authority.