Tony Hawes
Chartered Financial Planner @Old Mill
Signup · Get unlimited contacts
WORK HISTORY
Chartered Financial Planner @Old Mill
I support a growing portfolio which includes private clients and trustees although I have concentrated on advising Business Owners since July 2015. I am dedicated to helping my clients become more successful and through our close working relationships, my clients benefit from quality advice aimed at helping to promote sustained growth and profitability in their business and personal lives. Often, I am able to help remove the anxiety that is often associated with making financial decisions and managing money.
ABOUT TONY HAWES
I help business owners to plan effectively for financial independence. I concentrate on getting clients to focus on what they actually want from life and how to get their business to deliver it using comprehensive knowledge of tax, accountancy and financial planning to help answer a critical question : What is my number. or, how much do I need to deliver the lifestyle that I really want?Understanding this, I am able to work with my clients to build a plan and make the changes to help them get there - whether it\'s managing or restructuring investment funds, remuneration planning, risk protection, business profitability and how best to ultimately \'exit\' that business I have the necessary expertise to help.I am proud of the work I have done for my clients which includes; Helping the Partners of an International Patent Lawyer firm to create personal financial plans which provide for phased exit from the business with sufficient funds for them to achieve all their lifestyle goals Helping the Proprietors of a family Ground Works Construction company to retire and leave the business in the hands of their children having quantified how much capital they needed for the rest of their lives Designing and implementing an employee benefits package for a London based firm of actuaries with on going administrative and advisory support The stresses of running a business can be all consuming and this often means that the owners have not given thought to exactly what they want to achieve personally and whether or not they are \'on track\'. I help those business owners to see \'the wood for the trees\' commit to a vision, plan and a course of action which delivers the results they want. If you would like a consultation, contact me directly and we\'ll arrange for that to happen
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.