> What Makes Us Different > Your Business > Your Lifestyle

What makes us different

Dynamic People
Commited to Growth

Your Business


We make it our business to get to know your business. We get to know what you want for yourself and your business from the start. It sets precedence for clear decision-making.

Realising that business changes constantly, we think it is important to be around for the journey. We insist on a pre-year-end meeting and regular dialogue. We are passionate about pro-active advice and support.

Whether you are already set up as a business, or you are taking the first steps to setup your new venture, after we understand what your personal and corporate goals are, we insist on a business structure that’s right for you and that will ensure you do not pay any more tax than you should.

We provide a free initial consultation to get a feel for how we can help you.

If you think our approach would help your company, turn a new leaf and get in touch.


Your Lifestyle


Careful planning can translate to targeting and successfully achieving financial freedom and focusing on what is important to you and your family.

We help our clients understand their financial position, their key objectives and work with them to set a timeline for achieving these goals. We don’t just stop there, we work with you, providing our expertise throughout the journey to ensure that you are on the right path to financial freedom.

Be confident about key decisions you make for yourself and your family.

We understand and benchmark your appetite for risk and balance this against your objectives. We then look across all the elements that support your lifestyle and allow you rebalance and fill the gaps so to provide you ultimate confidence and security in achieving your lifestyle goals

Most owner-managers view wealth generation with an entrepreneurial spirit. Going hand-in-hand with security, wealth structured in the right way to address your lifestyle needs and aspirations is absolutely essential.

Optimise your wealth in order to optimise your lifestyle.

Planning for the future means putting the right foundations in place for your family, quite often providing your children with the ability to go ahead and build the security for their own family.

Effectively planning their education funding, inheritance are crucial to ensuring that your family has security, wealth and freedom.

The Old School Room, The Annex, 346 Loughborough Road, Leicester LE4 5PJ

Tel: (0116) 261 2004 Fax: (0116) 243 8775



Clifton Packaging Group LTD Spice N Tice Sherwin Hall Kitchens