Corporate Consultants
You've left the corporate track - now you want freedom without uncertainty.
Many of our clients have stepped out of salaried roles to run their own consultancy or freelance practice. You're in charge of your time and income but sometimes miss the structure and support. You're not just chasing returns. You want your work to support your life.
How we help:
- Build a financial life plan that aligns with your income, values and ambitions
- Create tax-efficient strategies through pensions, investment accounts and your limited company
- Replace lost benefits and build long-term resilience with the right protection in place
Real Clients: Josh & Mandy
Josh left a salaried role to run his own consultancy, but they weren't sure if their existing £750k in pensions would give them real freedom.
We created a plan to make work optional within five years, simplified their pensions, protected their income, and saved over £40,000 in corporation tax.
Now they're investing smartly, travelling more and living with clarity, knowing their future is secure.
Read their full story
