Follow us
Compound noun,
Freedom to behave, act, or think independently from your business without the fear of running out of money.
Business owners are a unique breed and here at Latitude we believe that the traditional Financial Services companies have and continue to do them a disservice. Often, it is the business and its success that will have the greatest impact on the lives of the business owner and the families. Traditional Financial Services companies tend to completely ignore this which leads to suboptimal outcomes for Business Owners.
At Latitude we believe that it is integral that the business forms part of the foundations of our professional relationship. It is vital that we have a great understanding of the business and your business goals. With this understanding we take a unique approach, our USP, of aligning your business goals with your personal goals.
As a business owner you have the ability to directly impact how your business supports you and your family’s lives. You can take advantage of opportunities to generate greater profits, as well as pivot to make changes within the business to continue to create opportunities.
We understand that often your business is the most influential resource, as well as your human capital, can make or break you; this goes beyond wealth. That is why we at Latitude believe that you will only truly get the most out of your business if you align the business goals to your life and values, and what you truly want to achieve. Therefore, rather than ignoring your business or putting an arbitrary figure on its value it is central to everything we do as specialist financial planners and advisers to business owners.
It is our mission to reverse the disservice being offered by traditional financial services, to truly deliver value and a great experience to business owners; a service they deserve. As a by-product we hope this will evoke positive change to the general perception of Financial Planners and Independent Financial Advisers within the business community.
Given the complexity of business owners and your unique situation, some of the services delivered will require additional support from other professionals.
As well as the services highlighted under Retirement and High Earners we offer the following, non-exhaustive list, specialist services for business owners:
Latitude Financial is a Trading Style of Pyrford Financial Planning Ltd. Pyrford Financial Planning Ltd is registered in England & Wales – Registration Number 14319486. Registered Office – No 5 The Heights, Wellington Way, Weybridge, KT13 0NY.
Pyrford Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA). To verify their status please visit the Financial Services Register – Firm Reference number 985418.
By clicking on any of the links you will leave the website of Latitude Financial and view the content of an external website. Latitude Financial, a trading style of Pyrford Financial Planning Ltd, cannot be held responsible for the content of external websites
The guidance or information contained within the website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK.
The Financial Conduct Authority do not regulate Inheritance Tax Planning, Tax & Trusts
