FAQs

Q: How Much does the Business Success Plan cost?

We do not charge for this service as it is our mission to bring planning for your financial future to all business owners, irrespective of the size of the business.

Q: How does the Business Success Plan work?

The Business Success Plan is designed to help you take time out of your busy schedule at least once a year to plan ahead. It is very difficult for people to do this usually due to time pressure and so we give you a nudge each year to make sure that you spend some time focusing on your business.

Q: What is the ultimate goal of the Personal Success Plan Service?

We believe that everyone, not just high net worth individuals, should have access to a free Personal Success Plan every year. We are committed to working with people at all levels to help them achieve their goals and fully support them at the right time to help them turn what they want into reality.

Q: Can I also have a Business Success Plan too if I have my own business?

Definitely! We encourage people who have their own businesses to take up our offer of a free Business Success Plan too so that we can help them to achieve the success they are looking for going forward.

Q: How long do the Personal Success Plan meetings take and what do I get afterwards?

The reviews can take as little as half an hour but we will discuss things with you for as long as you need. Planning your future is not something that should be rushed and we are there to do things properly with you. Once the meeting has been completed we will send you a full report to confirm our discussions. It will outline what you are planning to do and when and will show you the dates that we have diarised for talking to you specifically about those things you want to do.

Q: Is it just finance that you deal with in the Personal Success Plan?

Finance related solutions do of course feature in our Personal Success Plans but the area’s we cover are as follows; - Helping you buy a new home - Helping you to buy additional property such as a buy to let or a second home - Saving you money on your monthly mortgage costs - Helping you to get a new car via www.elasautolease.com - Getting you better value Defaqto 5 star rated Home Insurance - Wills, Trusts and Estate Planning (including Lasting Powers of Attorney’s) - Private Healthcare Plans - to either provide you with cover for the first time or get a better terms than your existing policy - Getting you to think about and planning for your retirement - Making your money work harder For some of the solutions above we do this ourselves and for others we will introduce you to trusted third parties who are regulated for that class of business.

How Much does the Business Success Plan cost?

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How does the Business Success Plan work?

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What is the ultimate goal of the Personal Success Plan Service?

capital8-finance2022-05-03T10:41:53+01:003 May 2022|

Can I also have a Business Success Plan too if I have my own business?

capital8-finance2022-05-03T10:41:32+01:003 May 2022|

How long do the Personal Success Plan meetings take and what do I get afterwards?

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Is it just finance that you deal with in the Personal Success Plan?

capital8-finance2022-05-03T10:40:41+01:003 May 2022|

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Call us today on 07746 937 796

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Our advice is given freely, in confidence, and without obligation.
Call 07746 937 796 or submit an enquiry and we will get back to you as soon as possible.

A finance brokerage offering a full range of funding solutions to businesses, property developers & investors and professional landlords and homebuyers.

Contact Us

56 Mayfield Grove,
Dundee,
Scotland,
DD4 7GZ,
UK

07746 937 796

enquiries@capital8finance.co.uk

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Capital 8 Finance is a trading style of Yu Finance Ltd (FRN:808286) are Credit Brokers and are Appointed Representatives of White Rose Finance Group Ltd (FRN:630772) Authorised and Regulated by the Financial Conduct Authority. PLEASE MAKE BORROWING DECISIONS CAREFULLY, PROPERTY OR OTHER ASSETS OFFERED AS SECURITY MAY BE AT RISK IF YOU CANNOT KEEP UP WITH REPAYMENTS.