Tag Archives: business planning

Financial security – what price peace of mind?

Financial security

In a recent global study* the question “What do you value in the relationship you have with your financial adviser?” The results were: Given what we are going through at the moment you might say that this is pretty obvious.  However these results were similar pre-pandemic. So, how do you […]

How financially healthy is my business and future?

wealth health north east

Most business owners are focussed individuals and love what they do. Our financial planning team RL Wealth are in the fortunate position to see the whole picture.  They can see the turnover, the profits, the tax return but, because it’s about balancing the business finances with the owner’s personal financial […]