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Enlightened Money
Call us on 01244 220015

Business owner, director or partner?

As a business owner, director or partner, you have the ability to build up your business or take income from it to build up your wealth.

This puts you in a great position – you are able to create the life you want by building up your business or your wealth – or both - to support you and your lifestyle.

A good question to ask yourself is, “how much is enough?”

You may have good income and assets but how will you know when to stop building?  How much is enough?  What if you stop too late and run out of life or stop too early and run out of money?  How much do you need to sell your business for to give you the life you want?  When can you stop doing the things you don't enjoy and start doing more of what you do enjoy?

That’s where we can help. 

We often work with business owners, directors and partners to help them work out their “number” – which is the amount they’ll need in assets or income to support their lifestyle, safe in the knowledge that they'll have enough money to fund everything.  Our lifestyle financial planning service can help you to see what your financial picture looks like - both now and in years to come.

With an emphasis on financial products and wealth building, many financial advisers can help you to invest more.  But, what if investing more isn't the answer?  What if you already have enough and could spend more now, enjoying your life more?


Taking a step back and answering the question 'how much is enough?' may enable you to see choices you didn't know you had. 

For more information on how Enlightened Money can help you please contact us.


Enlightened Money Ltd. Registered in England & Wales. Company No: 08041095.
Registered Office: Obsidian Business Centre, 4 Chantry Court, Chester CH1 4QN.
Authorised and regulated by the Financial Conduct Authority. 

CFPTM, CERTIFIED FINANCIAL PLANNERTM and  the flame logo are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
© Enlightened Money Ltd 2013-2020