Small business owner NO pension

[EK841980]

Is askaboutwealth.ie only for high high earners or would a consultation with them or other FP benefit a small business owner with no pension and in need of lump sum

 

[Protocol]

Has your accountant given you any advice about starting a pension?

Are you a sole trader or a Ltd.?

 

[EK841980]

Limited. Have had no advice I’ve just worked as an employee for 30 years but now I’m owner sole director. I need to get things working better for me

 

[Zenith63]

I’d suggest a Money Makeover, here’s the template - https://www.askaboutmoney.com/threads/basic-information-required-for-the-money-makeover-forum.61289/

 

[EK841980]

Thanks will do

 

[Steven Barrett]

s askaboutwealth.ie only for high high earners

He's unregulated.

While financial planning is an unregulated exercise, the vast majority of financial planners are also regulated with the Central Bank to advise on financial products.

If you need a pension, you need a regulated financial advisor.

 

[EK841980]

Oh thank you