Free · Confidential · No obligation

Let's start with a
straightforward conversation

Whether you have a quick question or you're ready to explore your options in depth — choose the right path below.

General Enquiry
We respond within one business day.

Your information is held in strict confidence and will never be shared with third parties.

Tell Us About Your Business
Your answers help us match you to the right consultation path.
Your Details
Your Business
Tax & Pension
Planning Needs
Additional Information

Your information is held in strict confidence and will never be shared with third parties. By submitting this form you consent to being contacted regarding your enquiry.

Prefer to speak directly?
Freephone
0800 669 6204
Mon – Fri, 9am – 5:30pm
Email
info@businessownerpensions.com
We respond within one business day
Address
48 Milner Road, Burnham
Berkshire, SL1 7PB
TriQuant Investments Ltd · Co. 11216440
For most enquiries
5-Minute Validation Call
Free
5 min
Phone
A brief introductory call where we assess your situation and prepare a briefing for your IFA consultation.
Book Validation Call
For priority enquiries
45-Min IFA Consultation
Free
45 min
Video / Phone
A substantive planning session reviewing your tax position, pension options and key opportunities — with a written summary.
Book IFA Consultation

Frequently Asked Questions

The 5-minute validation call is a brief introductory conversation where we assess your situation and add value before matching you with the right adviser. The 45-minute IFA consultation is a substantive planning session covering your tax position, pension options and key opportunities in depth, with a written summary to follow.
No. Both the 5-minute validation call and the 45-minute IFA consultation are completely free and without obligation. Any charges for ongoing regulated advice would only arise if you choose to proceed, agreed in writing before any work begins.
No. Many of our clients come to us without a pension — often because they have been reinvesting profits back into the business. That is precisely the situation where the planning opportunity is greatest.
It helps to have a rough sense of your most recent year's company profit, your current salary and dividend levels, and any existing pension arrangements. But nothing formal is needed — we guide the conversation.

Based in Berkshire. Serving the wider South East.

We work with business owners and company directors across Berkshire, Surrey, Buckinghamshire and Greater London. Consultations take place by phone or video — though we're always happy to meet in person.

BerkshireSurreyBuckinghamshireGreater LondonReadingWindsorGuildfordMaidenheadHigh WycombeWeybridgeBeaconsfieldSlough