Our Philosophy

At Townends we believe that every business and family is unique. The ‘Townends Philosophy’ is our own unique approach to providing a tailor made financial plan and solutions for your business and family needs. Our objective is to provide timely, proactive advice that will exceed your expectations.

We appreciate that only in time can we gain your trust, so that you know when we say we can and will do something, we do it. We hope to get that opportunity.

The Townends Philosophy encompasses the following key areas of the lifecycle of a business and family plan:

01

Structure the Business

Sole trader, partnership, LLP, company or group? We can help you choose the best structure that’s right for your business.

02

Help it Grow

Direction, Targets, Fundraising, Monitor, Correction – it’s all about maximising profit. We offer advice on all of the above and more to help you grow your business.

03

Clarify Objectives

We help you clarify what your personal and business goals are and work together with you towards achieving your objectives.

04

Minimising Tax

Proactive Tax Planning is key to the success of any business linked with maximising profits through optimising the business structure. We apply the same proactive philosophy to tax planning for businesses, individuals and families.

05

Make it happen

As your Trusted Advisor and someone who knows the plan we help you to work towards achieving your goals by keeping them at the top of the agenda.

06

Financial Security

Creating financial security outside of your business is essential to maximise flexibility within the Family Plan. We can provide access to all the technical support necessary to put this in place including complex pensions and investment advice.

07

Pass it on

We can advise on how to provide for the needs of family members through Wills and Inheritance Tax Planning, Family Trusts and Pensions.

So why do we have the ‘Philosophy’?

In short – the Townends Philosophy seeks to develop a Family Plan – which is a proactive rather than a reactive process that continues to develop from year to year driven around helping our clients to identify and achieve both their personal and business objectives.

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