Small and Mid-Size Enterprises

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There were 5.5 million small businesses at the start of 2021 and according to a report by *FSB, SMEs account for 99.9% of the business population. SMEs account for three-fifths of the employment and around half of the turnover in the UK private sector.

*Figures and facts are taken from
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At Georgetown Wealth Management, we work with many SMEs across a variety of industries and sectors. We have the knowledge and sound understanding of the potential challenges and opportunities that SMEs face. It is important for SMEs to consider the balance between business and personal finances, and assess all the necessary steps to protect the business and themselves, in order to provide peace of mind, should the business take an unexpected turn.

SMEs have a completely different set of challenges and opportunities, which is why it is sensible to take financial advice in order to help the business plan for the future. For example, simply paying into a pension is a tax-efficient way to extract funds from the business as well as supporting your goals for a financially secure future.

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Should the business require other professional advice such as accountancy or legal, we are able to recommend specialists for you to select. Together, we can work closely with you, supporting your business requirements, making sure that you spend time working on the business instead of in the business.

    Our Six Step Process


    STEP 1
    The first thing we do is meet with you and listen


    STEP 2
    our financial and lifestyle goals


    STEP 3
    Uncovering the most suitable solutions for you


    STEP 4
    Creating your financial plan


    STEP 5
    Working together to achieve your plan


    STEP 6
    Regular reviews and updates