Financial planning for business owners


"Imagine Financial Planning has clearly listened to my concerns and delivered financial solutions to match my priorities. They have advised me on my personal financial affairs for a number of years and I now have a retirement plan which I am confident will achieve its aims"

Tom Day
Stephenson Day Ltd

"Imagine Financial Planning has given coherence to my financial planning, and I'm now in a position to take a positive long-term view to my future. I’ve been delighted with the consistent level of personal service I have received from Paul. I can't recommend him highly enough"

Karla Newbury-Jones
Mrs. Energy Ltd

"I know that I can call him anytime and I get a straight answer and we can discuss the pros and cons of different investment options for my lifestyle. I would have to say he knows his stuff and I feel confident that I am in good hands."

PJ Snowball
Recruit 4 Heath Ltd

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Latest News

  • Have smaller company trusts become good value?

    And have Diverse Income (DIVI) and Witan (WTAN) become too expensive? A roundup of what analysts are saying about investment trusts.


  • The Expert View: Standard Chartered, Kingfisher and EasyJet

    Our daily roundup of the best analyst commentary on shares, also including GlaxoSmithKline and Mitchells & Butlers.


  • Overnight Markets: Wall Street closes flat on mixed earnings

    However, the S&P 500 set another record closing high as Facebook rallied on higher revenue.


  • Friday Papers: Balfour Beatty and Carillion in £3bn merger talks

    And junk bond returns head for worst month in nearly a year as bull run stalls.


  • Martin Currie fills a 'gap' as it falls to Legg Mason

    Martin Currie, the loss-making Edinburgh-based fund manager, has agreed to be bought by US investment giant Legg Mason.


  • Portfolios: the battle between income and total return

    Experts debate what matters most when designing investment portfolios: income or total return?


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