MOMENTUM WEALTH
Ensuring business owners and professionals make smart decisions with their money
Business Owners
We help business owners who want to make the most of their profits:
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You are building up spare cash in the business and unsure what to do with it
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Your business is in a growth phase
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You are busy with running your business and want an expert to help you create a personal financial plan
Who we help
Professionals
We help professionals who want to make the most of their earnings:
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Your are a higher rate taxpayer
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You have disposable cash you want to make better use of
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You may have equity in the company you work in e.g. Restricted Stock Units or through an Employee Share Purchase Plan
How it works
Wealth 360 Service
Wealth 360 is our financial planning service that ensures you are making smart decisions with your money. Below are the key steps:
Explore
In our initial chat, we'll start to explore your financial situation and what you're looking to achieve. We will explain our process and if we're a good fit, we will move to the next stage.
Discover
This session is all about you.
We want to know what's important to you, your goals and your current financial plans.
Plan
We create a personalised action plan, set of recommendations and forecast. The plan will set you up for an improved financial position and the forecast will give you a guide on what this looks like.
Implement
Once we've agreed our plan, we'll implement the recommendations and set up any recommended plans.
At this stage, you are in control of your finances and have peace of mind knowing you are making smart decisions with your money.
Review
Life is constantly changing so we will have 2 review meetings a year to ensure your plan remains right for you and make changes where necessary.
Before & After
Before
I don't have time to manage my pensions and investments
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I'm accumulating cash and not exactly sure where is best to put it?
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How can I ensure my family are looked after if anything happens to me?
After
A purposeful plan that aligns to my goals
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Tax efficient strategies to help minimise my corporation tax
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Ongoing financial planning to ensure my finances are on track
​"Matt has been my trusted, reliable financial advisor for the last couple of years. He's friendly, knowledgeable and professional. He takes time to explore the long-term goals for me and my family and is always aware of our current circumstances. I'd highly recommend him to anyone looking for expert financial planning."
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James, CEO of Copychomp
Before
After
I'm unsure how my pension is invested and am I putting enough into it?
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I'm accumulating savings and not exactly sure where is best to put it?
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I'm paying a lot of tax on my RSU's, can I do something about this?
Peace of mind knowing my finances are on track in the short and long term
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Confidence in my pension after a recommended switch​
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A purposeful investment and tax plan for my RSU proceeds