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Over the next three months, we will be running a series of blog posts explaining how we can help you when it comes to the world of corporate finance. We specialise in working in the increasingly complex area of corporate financial planning and have built up an in-depth understanding of the key concerns and challenges facing businesses today.

In the first of this three-part series, we will be discussing how we can help when you are first starting out on your journey. In the past year, despite covid having a detrimental affect on many businesses, it is estimated that thousands of new businesses were formed, with many more set to be created in the coming weeks and months.

Setting up a business is both a scary and exciting time. It is something which takes a great deal of hard work and commitment, and in the first few months, despite everyone’s journey being different, the focus tends to be on just paying the bills! It is easy to get so caught up in the day-to-day running of your new venture that taking a step back to see how you are doing, looking at future plans, yours, and perhaps even your employees’ financial security, can often go out of the window! And that, is where we come in!

Working with a dedicated Adviser, our Entrepreneur Club service can help you to see the bigger picture. Ensuring you are financially independent is the one of the most significant wealth management issues facing business owners today and success is dependent upon careful planning towards an agreed set of objectives. We can help you look at the here and now, as well as short and long-term growth plans personalised to you. We’ll discuss how you can begin building your team (if that’s something relevant to you), winning and retaining clients, what, where and when you should be investing and then how you develop again from there based on market and customer needs.

We can also involve you in networking events, briefings and opportunities to get together with other businesses to discuss openings that may be of relevance to you. And, with help from our diagnostic tool, we can compare your business to similar businesses on a local and national level to see how you fair against your peers. 

We will help to ensure your business is always on a firm footing and ready for the next level, whatever that looks like for you. And whether it is a scheduled monthly email, telephone call, virtual or face-to-face meeting, your dedicated Adviser is there to support you through whatever may crop up and keep you moving in the right direction.

To find out more about how we can help you, email michael.sage@sjpp.co.uk or call 0191 7314 539 to book an appointment – we will be more than happy to help. If you would like to know more about our Entrepreneur Club, visit www.sagewm.co.uk/entrepreneur-club/

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