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Financial Planning

Financial planning is not just applicable to the individual client; it is also highly relevant to a business entity in order to align your financial strategies appropriately to your aims and objectives.

Financial Planning for Businesses

Whether you are looking to develop a new corporate investment strategy or review your existing portfolio, our highly qualified independent advisers will work with you to formulate a plan that will enable your business to utilise unused capital to its advantage.

Your dedicated adviser will work with you to identify the level of available capital potentially suitable for investment, along with the appropriate time period, attitude to risk, capacity for loss and the most tax-efficient strategy appropriately aligned to your aims and objectives.

Financial Planning for Business Owners

Our advisers are highly experienced in providing financial advice specifically for senior executives, directors and business owners. For individuals within these roles, tax planning is often of paramount importance along with comprehensive pension planning, investment advice and protection cover.

Some of the areas that we specialise in are:

  • Shareholder Protection & Partnership Protection – helping business owners keep control of their company if one of them dies or is diagnosed with a critical illness
  • Key Person Cover – providing financial security if a Key Person dies or is diagnosed with a critical illness
  • Relevant Life Cover – allows companies to offer death-in-service benefits to its employees (including salaried directors)
  • Executive Income Protection – providing an income if you or a key employee are unable to work due to illness or injury
  • Executive Pensions – a tax-efficient company pension scheme for directors, executives and key employees
  • Exit Strategies – creating an exit plan to suit your long term goals

We appreciate that as senior executives, directors and business owners, time is of great value, therefore our advisers can accommodate meetings at a time suitable to your work commitments whether this be at your place of work or outside of working hours.

Our advisers source solutions from the whole of market to deliver personal recommendations aligned to the requirements of each individual client.
Our advisers source solutions from the whole of market to deliver personal recommendations aligned to the requirements of each individual client.

Workplace Pensions

The Pensions Act introduced in 2008, brought with it new legislation for employers that require all eligible workers to be enrolled into a Qualifying Workplace Pension Scheme (QWPS).

Employee Benefits

A competitive and comprehensive benefits package is as important to your business’s bottom line financially as it is to the wellbeing of your employees.

Business Protection

Business protection is a complex area involving trust and taxation advice, so it is important to get impartial independent advice to get the right cover for you and your business.