About You

Do you feel like you’re on an endless hamster wheel?

Do you get to the end of the week and feel completely chewed-up?

Would you like to be able to work because you want to, not because you have to?

Are you looking for clarity and control over your future and your legacy?

If your answer is yes to any of these questions, I completely understand how you feel!

As a business owner myself, I’ve been through the pain. But I’ve also come out of the other side and discovered how to run a business without it running me.

How I Help Business Owners like You

I’ve worked with hundreds of families over 23 years, including business owners. I’ve given them clarity on what they really want to achieve with their lives. I’ve helped them gain control by using their wealth to break free from the stress of running a business. Most importantly, I’ve given them back time; time that they can now spend on the important things in life.

Based in Gerrards Cross, I work with clients right across the South East, including London and the Home Counties.

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About Parminder Bains

I’ve been dedicated to the financial services profession since 1996 and hold both Chartered and Certified designations. These demonstrate my extensive skills and experience, as well as my ethical approach to financial planning.

Specialising in helping business owners, I have a thorough understanding of your mindset and your emotional, as well as financial, investment in your business. With deep coaching and holistic financial planning, I can empower you to live a better, happier, more fulfilled life.

Your Journey

At the start of our journey, we’ll undertake an extensive ‘discovery’ meeting. This is your opportunity to tell me about your financial goals or concerns which may have prompted you to approach a financial planner.

We’ll also discuss your attitude towards wealth and uncover what goals you want to achieve in your life. With my support and guidance, we’ll get to the bottom of what is actually important to you and why.

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Parminder’s advice has put us firmly in the driver’s seat.

We now have a clear exit strategy from the business which is right for us.

Our lives have been transformed; where we once felt trapped in the business, we now have the freedom to work if we want to.

Charles and Anne, Owners, Travel and tourism business
I feel more confident and in control of my family’s future and my finances now have a purpose.

With a structured financial plan, my dreams and aspirations will become a reality.

Now, if I work long hours, it’s because I want to, not because I have to.

Alan, Wine Bar Owner, City of London
Parminder’s advice has allowed me to retire five years earlier than I thought I could.

This has enabled me and my wife to do all the things that we really want to do.

His advice has given us the confidence and freedom to live our lives the way we want to, without worrying about running out of money

David, Scientific Instruments business owner, Hertfordshire

Ready to chat? Book a clarity call