Introducing the Mosaac Corporate Framework™
Extract Profits, Protect Your Business, and Build Wealth
Tailored financial strategies for business owners who want to grow wealth, reward staff, and plan smarter exits — without confusing fees or sales pressure.
You’ve worked hard to grow your business. But are you making the most of your profits? At Mosaac, we help UK business owners like you extract profits tax-efficiently, protect what matters, and build a financially secure future for yourself, your staff, and your family — with a clear, fixed-cost plan and absolutely no pressure to proceed. From directors’ pensions to shareholder protection and long-term cashflow planning, every recommendation is tailored to your business and life goals.
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Extract Profits | Protect Key Staff | Minimise Tax | Build Long-Term Wealth
Testimonials Section
I have used Mosaac for quite a while and have always been very happy with the bespoke service they provide. Their advice is professional and easy to understand — I have complete confidence in them.
– LS
“They were professional and really clear from start to finish. Transparent costs and incredibly patient. Thanks for helping me through my retirement.”
– Paul
“Excellent service. Professional yet friendly, very good at explaining key factors. Helpful and reliable.”
– Gail Harpin
“Extremely knowledgeable and kept me updated every step of the way.”
– J Hill
How the Mosaac Corporate Framework™ Works
A Quick 3-Minute Summary...
Mosaac helps successful UK business owners extract profits efficiently, protect their companies, and build long-term financial security — with no risk, no pressure, and no upfront fees. You get strategic financial advice that integrates with your accountant and solicitor, is completely independent, and tailored to your business and life goals.
Who is the Mosaac Corporate Framework™ for? It’s perfect for business owners, directors, and partners in SMEs (up to 100 employees) who want to reduce tax, protect key people, retain top staff, and plan for retirement or succession.
Why did you create it? After 30+ years working with business owners, we saw a gap: most advice was transactional or one-size-fits-all. The Mosaac Corporate Framework™ delivers personal, long-term, whole-of-market advice designed around your goals.
What’s included in the Mosaac Corporate Framework™? Everything from directors’ pensions, shareholder protection, and key person cover to surplus fund investments, business exit strategies, and cashflow modelling. All tailored to you.
What makes you different from others? We’re fully independent and charge fixed fees. Plus, we integrate with your accountant and solicitor for seamless planning.
What results can I expect? Clients typically see significant tax savings, improved staff retention through better benefits, and complete peace of mind about the future — all within a few weeks of starting.
How does tech play a role? Our secure client portal allows you to share info, track plans, and stay in the loop — easy access, full transparency, and total control.
How much effort is required on my part? We do the heavy lifting. You’ll need to give us some information upfront — we handle the rest, including working with your other advisors.
How does the guarantee work? You don’t pay anything until you decide to implement one of our strategies. If you walk away after the second meeting, you owe us nothing. No questions asked.
What’s the risk or downside? There isn’t one. We front-load all the value so you can assess the quality of our advice risk-free. If we’re not a fit, you walk away.
What’s the next step? Book your No-Obligation Discovery Meeting. We’ll listen to your goals, assess opportunities, and see if we’re a good fit.
Extract Profits | Protect Key Staff | Minimise Tax | Build Long-Term Wealth