"The road to success and the road to failure are almost exactly the same."

Colin R Davis
Conductor – Royal Philharmonic Orchestra

Small Business and Self-Employed

revolutionary Thinking

Running, and particularly setting up you own small business for the first time, can often sound easier than it is. The road to success is littered with the remains of many failures. There’s a lot to consider and many financial boxes need ticking to ensure your business runs smoothly and problem free. However, when ready, it can be incredibly rewarding, delivering a service that you are passionate about. It pays dividends to employ the services of an Independent Financial Adviser to navigate your way through the financial requirements and responsibilities you will have as a small business owner.

Within this section of the website, on our forthcoming blog as well as throughout or Life Events Timeline, you will find links to our short guides on: Financial Planning for your business, establishing Goals and Objectives and Business Plans, Tax Planning, Risk Management and Insurance, Commercial Mortgages, running a small business, Cash Flow, as well as a variety of other key aspects of managing your business finances throughout your life.



Together we need to prioritise your financial milestones according to your business plan, goals and aspirations. This will include details on Assets & Liabilities as well as Income & Expenditure so that we can accurately and realistically advise how you can achieve your navigate your responsibilities.

Analyse & Plan

We analyse your plan and its implications so that we can recommend a financial plan to help you achieve goals, so you avoid making decisions based on fear and determine the order of the steps you need to take. Your agreed financial plan can be actioned for all involved in the business to follow.


Financial Planning is a long game! We will provide regular reviews to help identify what’s working for you, and what is not, because in business, circumstances often change in a matter of months and even days sometimes! Your plan will be a living, breathing and moving feast, and we’ll share the journey!

With Revolutionary Thinking, your financial planning can provide you with the best chance for success with your small business. 

Plans are of little importance, but planning is essential.

Winston Churchill

The Tavistock Group manages the personal wealth of tens of thousands of people and over £1Billion of investments, providing them with financial advice and access to investment products and services.

We do not charge for initial consultation meetings. If you would like a face-to-face meeting, feel free to pop over to our office or we can always can come to you.
Give us a call today on 01432 343322 and ask to speak with one of our advisers,
or email

Expert Independent Financial Advisers

Your dedicated adviser will enhance your investment decision-making, to help you manage small business risks within your prescribed and agreed parameters. This ensures deployment of your capital, whatever the level, to meet your objectives, with regular updates and communications keeping you in control of your finances, your plan and help your business to a bright and prosperous future.

managing success is not just about selling more and more.

The people within any business, and a small business in particular, are the most valued asset you possess, and we can help you to cope with the sudden death, long term disability or even short term illness or your key people. We also offer advice on a  Group Personal and Company Pension Scheme, Death in Service and Company Sickness Policies, so if you are setting up a new business or already own an existing business, we may be able to help you to expand your business.

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Contact Us

We would love to answer any questions and/or schedule a complimentary consultation. Please call us or send us an email by completing the form below.

If you would like to speak to an adviser in your local area, please leave a message below (including your postcode), and an adviser will contact you as soon as possible.

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01432 343322

Head Office - Hereford

Tavistock Partners (UK)

Kemble House, 36-39 Broad Street, Hereford, HR4 9AR

Tavistock Partners (UK) Limited is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc

Registered in England Registered O­ffice: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE, Company Number 5709133

Will writing is not regulated by the Financial Conduct Authority

Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

Tavistock Partners (UK)