For your business

For your business

For your business

We know the challenges of running a business, after all, we run one too. We know that, as a business owner, you wear a number of different hats and we know the pressures you face.

We work with business owners across sectors and industries; from new ventures to long-established organisations, the demands on your time are the same.

Whatever your business, your professional and personal finances should be aligned – and this requires a strategy.

This is where AiMS comes in.

From succession planning and retirement, to protecting your business from unforeseen circumstances, we can ensure that the steps you are taking and the provisions you are making are the right ones.

We will work with you to discover your hopes and dreams for retirement and ensure your finances can support your aspirations.

“The best way to predict the future is to create it.”

Abraham Lincoln

Get in touch today so that we can call you to arrange your bespoke AiMS Discovery session


Retirement. What drives entrepreneurial spirit varies from person to person. For some, the thought of giving up work is daunting; for others, it is the reason behind success. Whatever the situation, it is important to plan for the future and we can empower you to be able to enjoy a post-working life to the full.

We can also help with director and employee pensions.


We work closely with business owners to identify potential risks and understand not only the monetary impact on the business, but the associated risk to your personal financial wellbeing.

Our business solutions include:

  • Shareholder Protection
  • Business Loan Protection
  • Relevant Life Plans
  • Keyman Cover
  • Group Life Cover
  • Group Income Protection


Professional landlord or portfolio owner?

We provide professional landlords with leading mortgage advice on single or multiple buy-to-let properties.

Contact us

If you would like to find out more or arrange a free, no obligation initial meeting, please provide your details and we will be in touch.

Financial Wellbeing