Financial advice and planning for business owners & entrepreneurs.
Helping you to focus on what’s important.
Build a personal financial plan to make the most of your earnings.
Stay compliant and in control with auto-enrolment guidance.
Protect your ownership and secure business continuity.
Safeguard your company with key person insurance.
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Financial advice and planning for business owners & entrepreneurs.
Running a business is demanding, and it is easy for your own financial future to take a back seat. Without the right planning, the rewards of your hard work may not be fully protected.
Our Chartered Financial Advisers help you balance the needs of your business with your personal financial goals. Whether it’s pensions, protection, or succession planning, we’ll give you clear advice that helps secure both your company’s stability and your long-term prosperity. Based in Tunbridge Wells, we advise business owners and entrepreneurs across the UK.
Focused financial advice that protects you and your business.
Financial Planning for Business Owners & Entrepreneurs.
Make the most of your hard work. We help you take income tax-efficiently, build long-term wealth, and plan for retirement and eventual exit.
Auto-Enrolment Pension Advice For Employers.
Cut through the complexity. From setting up schemes to staying compliant, we make auto-enrolment clear and manageable.
Business Ownership Protection.
Protect control of your company. If a shareholder dies or becomes critically ill, ownership protection ensures the remaining partners can keep the business secure.
Key Person Insurance.
Safeguard profits and stability. Cover the financial impact of losing a key employee or director, so the business can recover without disruption.
How a Chartered Financial Planner supports business owners.
Running a business creates unique financial challenges; from how you pay yourself to how you protect what you’ve built. The right advice helps you avoid costly mistakes and secure your future.
Are you paying yourself tax-efficiently?
Salary, dividends and allowances all have different tax and NI implications. The right strategy keeps more in your pocket, not the taxman’s.
Are you making the most of pension allowances?
Employer contributions, SIPPs and allowances can turn business profits into long-term personal wealth.
Could the way you pay yourself affect your mortgage?
Lenders look closely at income structure. Without planning, your earnings on paper may stop you securing the mortgage you want.
What’s your exit strategy?
When it’s time to sell or step back, planning ensures you extract value tax-efficiently and manage the wealth you’ve built.
Is your business compliant with auto-enrolment?
Pensions legislation changes frequently. From your first hire to a large workforce, expert guidance helps you stay compliant and avoid penalties.
What if a key person falls ill or dies?
Losing a crucial employee or director can put profits and cash flow at risk. Key person insurance gives you breathing space to recover and rebuild.
What if a co-owner becomes ill or passes away?
Without protection, shares could pass to a third party, disrupting control and stability. Ownership protection ensures the business stays in the right hands.
The decisions you make today shape your future prosperity. A short consultation could help you avoid costly mistakes and put the right plan in place.
Need to safeguard your business? Alongside wider financial planning, we advise on insurance that protects key people and ownership structures. Find out more about Business Protection Insurance →
Ready to protect your business and secure your future?
Running a business brings unique challenges; from auto-enrolment duties to protecting key people and planning your own finances. The right advice can save time, reduce risk, and give you peace of mind.
Leave your details and one of our Chartered Financial Advisers will be in touch to discuss your situation and show how we can help.
Based in Royal Tunbridge Wells, Kent, we work with business owners and entrepreneurs across the UK.
Why choose AVT?
Chartered Financial Planners.
Free initial consultation.
Specialist advice for business owners.
Independent and whole-of-market.
Clients across Kent and the UK.
Clear, confidential service.
Our location.
AV Trinity Limited
Oakhurst House
77 Mount Ephraim
Tunbridge Wells
Kent
TN4 8BS
Tel: 01892 612500
Email: info@avtrinity.com
Areas we cover.
We advise clients across the UK. Locally, we support clients throughout Kent, including Ashford, Maidstone, Sevenoaks and Tonbridge. In East Sussex, we advise clients in areas including Bexhill, Crowborough, Eastbourne, Hastings, Heathfield and Uckfield.
Looking for something else?
These articles explore other areas of financial planning that could support you and your business; from retirement strategies to personal tax planning.
Understand how much income you’ll need in retirement, the pension pot required, and how tax affects the outcome - with a simple calculator to test your plans.