Financial Advice for Company Owners & Directors


A limited company structure offers significant scope to protect you and your family’s current lifestyle, fund for your future retirement and ultimately provide you with peace of mind. Crucially it can be very tax efficient!

As a company director/business owners we advise you how to:

 

  • Protect your Income
  • Protect your loved ones financially in the event of your death or serious illness.
  • Succession Planning – Plan how your shareholding is arranged in the event of death /serious illness.
  • Providing for your Retirement
  • Mitigate the financial consequences of the death or serious illness of an employee/director who is crucial to your business
  • Investment of available company funds

Case Study: Read how Bellwether helped George, a company MD, identify and take control of his
short and long term financial goals.

Contact us to explore how you as a director and/or company owner can maximise the use of your earnings-tax efficiently.

Client Testimonials

“I have had the pleasure of working with Barry Mooney of Bellwether Financial Planning for over a decade, and I can confidently say the experience has been excellent. Barry is consistently professional, proactive, and highly knowledgeable, particularly in the areas of director’s pensions and business protection advice. In addition to this I find Barry personable and very accessible, always making time to address my concerns and answer questions, which is invaluable.
Camille Maguire – Director – Specsavers Opticians, Clonmel
I have referred a number of personal and corporate clients to Barry and Bellwether over the years. All of the feedback that I have received has been very positive with Barry clearly demonstrating his proficiency in the services that Bellwether provide. Barry takes the time to understand each client’s specific requirement, thus ensuring that the service/solutions that Bellwether deliver are tailored to the client.
David Bell, MD, The HR Department
Bellwether were at all times professional, thorough and went that extra mile to meet my expectations. While there was no doubting their expertise I also found our dealings to be very personal and I had access to Barry Mooney, Director, at all times. This attention left me in no doubt that my best interests were being looked after by someone who was independent and had invaluable experience in the financial planning area…..
Pete Townsend – Founding Partner – Norio Ventures Ltd
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