You're Self-Employed – Let's Build a Solid Plan Together

Running your own business gives you freedom—but it also means the responsibility for your financial future sits squarely with you. Whether you’re just getting started or trying to make sense of your pension, taxes, and protection needs, we’ll help you put a plan in place that makes the most of your hard work.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Not sure how you’ll ever get your deposit together

What happens if I can’t work due to illness or injury?

You might need less than you think — and we’ll show you ways to accelerate your deposit growth

Am I saving enough for retirement without a workplace pension?

We’ll explain exactly how to use them to your advantage and whether they fit your timeframe

How do I pay less tax and still do things properly?

With a tailored plan, better budgeting, and tax-efficient options, your progress will feel real and measurable

Being self-employed can feel like juggling ten things at once—because you usually are. But when it comes to your long-term finances, you don’t have to go it alone.

We’ll help you make sense of your financial priorities, including:

  • Building a personal pension (even if you’ve never had one)

  • Planning for time off, future income, and unexpected setbacks

  • Making your tax planning more efficient

  • Choosing the right protection for your income and business

  • Turning irregular income into consistent progress

We’ll work with your accountant or help connect you with one, and ensure that every bit of your financial strategy fits the life and work you’ve built.

Let’s take the stress out of your self-employed journey—and turn it into a plan for long-term security.

Step 1.

A free 15-minute chat to about your goal, your timeline, and where you are now — no pressure

Step 2.

You’ll get a clear savings strategy, tailored to your income and your goal

Step 3.

We’ll guide you through the next steps, including ISAs, budgeting.

Step 4.

From first savings to final mortgage approval, we’re here as your plans evolve

The value of investments can fall as well as rise and you may not get back the amount originally invested.