Financial Planning For Your Business
Empowering Your Business and People Through Expert Financial Planning
Reflect Financial, work with business owners across the UK to create tailored financial strategies that protect, grow, and empower businesses, their people, and their legacy.
Whether you’re navigating the challenges of growth, planning your business exit, or looking to better support your employees' financial wellbeing, we can help.
Financial Planning Services for Business Owners
Our team specialises in bespoke financial advice for entrepreneurs, directors, and SME owners. The products and services we provide are designed to align your personal and business goals, helping you:
- Protect and grow business wealth
- Plan tax-efficiently
- Structure remuneration packages
- Plan for succession and business exit
- Help maximise pension opportunities
- Navigate changing legislation affecting business finances
Our tailored, relationship-led approach ensures your financial strategy evolves as your business does.
Business exit advice may include the referral to a service that is separate and distinct to those offered by St. James's Place.
Workplace Financial Education for Your Team
Our Workplace Financial Education model is designed to support your employees' financial wellbeing and boost engagement, loyalty, and productivity.
We offer:
- On-site and virtual financial education workshops
- 1:1 employee financial guidance
- Support with pension understanding, savings, and planning for life events
- A tailored programme aligned to your company values
Whether you’re a corporate organisation or an SME, our workplace education offering helps foster a more financially confident workforce.
Find out more about our Workplace Financial Education model here.
Investing in Culture & Community
At Reflect Financial, we believe in giving back to the region that gives us so much. That’s why we proudly invest in corporate sponsorships that support the arts and local culture, including:
- Our partnership with National Museums Liverpool, including House of Memories and schools engagement
- Our sponsorship of the Liverpool Empire Theatre’s Empire 100 anniversary, promoting creative access for all
- Supporting local charitable and business initiatives to create a vibrant cultural and commercial hub in Liverpool and beyond
As a business owner, we know you value legacy, community, and impact - so do we.
Why work with our team?
- Workplace Financial Education – Boost team wellbeing and engagement with tailored financial workshops.
- Holistic Planning – Align your business goals with personal financial success.
- Tax Efficiency – Minimise tax through smart structuring, timing, and retirement planning.
- *Exit Strategies – Help maximise value and reduce tax when selling or passing on your business.
- Income Management – Smooth irregular income cycles with tailored cashflow strategies.
- Asset Protection – Safeguard your business and personal wealth with expert structuring and specialist insurance.
- Wealth Coordination – Build long-term wealth by aligning business value with retirement plans.
- Family Protection – Separate business from personal finances to secure your family’s future.
- Ongoing Partnership – Trusted support through every stage of growth and change.
- Backed by Strength – Powered by Reflect Financial and St. James's Place.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
Ready to take the next step?
Whether you're ready to refine your business strategy, support your team, or explore your exit plan, we are here to help.
