Your Life. Your Plan.

For Business Owners

Build and maintain a plan for your future security.

We recognise that your business goals and personal goals are likely to be very much linked. Our approach enables you to design, build and maintain a plan that combines your ambitions in both areas of your life and maps out a path to a successful and secure future.

What we do

  1. Help you, and your family, live the life you really want to live, now and in the future.
  2. Understand your present position and help you maximise your opportunities.
  3. Remove the hassle of managing your money from your busy life.
  4. Ensure your investments and pensions are invested in the most tax-efficient way possible.
  5. Understand your objectives, so we can help you plan appropriately for the future.
  6. This may include planning your exit strategy, succession planning and shareholder protection.

What our clients say...

Gordon Deans

Gordon Deans : Retiree

MY TIME. MY PLAN.

Jonathan Hall

Jonathan Hall : Business owner

MY LIFE. MY PLAN.

Stephen Hemphill

Stephen Hemphill : Young Leader

MY FUTURE. MY PLAN.

See all client stories

How we work

Your Plan is our highly personalised approach to financial planning. Find out how it works and take the first steps in designing your future online with our free “Life Planning Exercise”.

Get started

Your plan

Design

Your plan

Build

Your plan

Maintain

How can we help?

We’re very happy to answer your questions. Complete the form below and one of our team will respond with an answer.

    You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

    Important information

    AKFP Group is the trading name of AKFP Ltd which is authorised and regulated by the Financial Conduct Authority (http://www.fsa.gov.uk/). Financial Services Register No: 176477.

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

    AKFP Ltd, Registered Address: Building 2, The Sidings, Antrim Road, Lisburn, BT28 3AJ. Registered in Northern Ireland, No. NI29631.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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