Business owners

We help corporate clients – from small family firms to larger companies – achieve their goals. Our work may include the protection of business assets, the creation of succession plans and managing pensions.

See the bigger picture

Running a successful business requires vision, strategy, and planning – things most business leaders are adept at. However, finding the time to apply these same principles to personal finances can be tricky when you are busy running a business.

At Courtney Havers, we encourage our corporate clients to start by thinking about the big picture. What was your original motivation for starting in business? What does financial freedom mean to you? What would you like your exit from the business to look like? We then analyse your current financial arrangements and create a financial plan to help you achieve your vision for the future. As trusted advisers, we are here to take each step of the journey with you so that, as your life and business change, your plans adapt accordingly.

We can work in conjunction with your other professional advisers, so that you benefit from joined up planning advice.

How we work

The 5 stages to developing your lifetime financial plan
Initial meeting

1. Initial meeting

Get to know us (at no cost) and find out if we are the right financial planners for you.

Fact find

2. Fact find

Help us to get a clear picture of your current financial situation and your plans for the future.

Planning meeting

3. Planning meeting

We will begin to design your plan and make recommendations aligned with your lifestyle goals.


4. Implementation

Sit back and let us implement the core recommendations from our agreed plan.

Ongoing service

5. Ongoing service

Meet with us on a regular basis to ensure you remain on track to meet your goals.