For You & Your Business
Plan for growth and make smart decisions without losing sight of your personal goals.
Whether you're building a company, running an established firm or preparing to exit, we help you connect business decisions to the bigger picture: cashflow, tax efficiency, resilience and long‑term outcomes.
How we work with you
We take time to understand the bigger picture surrounding your business - your goals, your limitations and your future plans.
From there, we creare a structured financial plan designed to:
- Grow and protect your investments
- Protect ownership and control
- Support retention and resilience
- Evolve with your business
We take time to build ongoing relationships so that we truly understand what matters and can map priorities, tailor recommendations, then review regularly so the plan stays relevant.
What this may include
As part of your overall plan, we may advise across areas such as:
Investments &
Portfolio Management
We provide tailored strategies aligned to time constraints, risk and your wider plan. Your business portfolio is managed as part of your personal financial plan, ensuring it remains aligned with your goals and changing circumstances.
Shareholder &
Key Person Protection
We help protect ownership and control if a shareholder dies or becomes seriously ill - with clear options and structure. Additionally, we plan for the financial impact if a key individual can't work.
Succession &
Exit Planning
We get you prepared early: value, timing, income needs, and what “enough” looks like - so you can choose your exit, not rush it.
How it works
A clear plan that doesn't slow you down
We keep it efficient: understand what matters, map priorities, design recommendations, then review regularly so the plan stays relevant.
Prefer a quick review first?
We can start with a high‑level review to identify gaps and opportunities, then prioritise next steps.
FAQs
Common business questions
If you don't see your question here, get in touch - we'll be happy to help.
Yes. We often support directors and owners who want to connect business decisions to personal goals - including pensions, protection and long‑term planning.
Where appropriate, yes. Business planning works best when advice is consistent across tax, legal and financial considerations.
Not at all. Smaller businesses can be more vulnerable if a key person is unable to work.
Yes. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Speak to an adviser
Find out how we can help you on your journey
Address
Chaldon Fox Associates Ltd
Bourne House, 475 Godstone Road
Whyteleafe, CR3 0BL
Opening Hours
Mon - Fri 9:00 am - 5:00 pm
Sat - Sun Closed