Business Financial Planning

Financial pressure is the top 
cause of stress outside of work

Why business financial 
planning is crucial

Financial planning can be a minefield when going it alone, there are a number of different routes you can go down from both a business and personal perspective.

When also considering the long-term benefits to your staff and business prospects, it’s important to have a shoulder to lean on to keep your finances and business on the straight and narrow.

Planning For The Future

Helping to invest for the future, building pension assets and introducing a degree of insurance protection.

Workplace
Pensions

We will help you set up and manage your workplace pension, maximising the benefits for your staff and fulfilling all of your regulatory obligations.
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Protecting Your Business

As a business owner, protection is key, whether looking at cash flow, key person insurance or long-term ownership of the business, we can guide you through the options.
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Group Seminars & 1-1 Workshops

A key element of retaining staff, we offer both group seminars & 1-1 workshops, advising and educating your team so they can do more with their money.
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Safeguarding Your Family

Ensuring you are able to safeguard your income and your family’s financial future, we offer a range of financial protection options to ensure you are fully covered.
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The value of investments can go down as well as up in value so you could get back less than you put in. You can’t normally access money in a pension until age 55 (57 from 2028) when up to 25% is usually tax free, the rest is taxable. Pension and tax rules can change, their benefits depend on your circumstances.

Planning For The Future

While the financial benefits of planning ahead are obvious, it’s important not to discount the positive impact on the well-being of business owners, employees and your family.

Tailored Business 
Financial Planning

As an independent financial adviser, we have access to a broad range of products.

This allows us to protect your business and personal income and fulfil your company’s regulatory responsibilities.

Workplace pensions to protection income, group seminars and personal pension advice, helping you to support your staff.

Simplifying Complex Situations

Our team of expert advisers take a structured approach to business financial planning, simplifying often complex issues and creating solutions shaped around your individual circumstances.

We have experience across the board, able to advise and guide you on what can be challenging issues.

Ongoing financial advice to maximise income, protect capital and enhance security
Preparing your business for the unexpected, so you can look to the future with confidence
Additional employee benefits in the shape of our seminars and 1-1 workshops

Our Philosophy

Honest, Straightforward and Simple Financial Advice

We avoid industry jargon, always looking to simplify what can be complex scenarios while discussing the pros and cons of potential solutions with our clients. Whether looking at business or personal finance, we have the answers.

Long-Term Support 
and Guidance

While always available to provide one-off solutions, we take a long-term approach to client support and guidance. In pensions and finance, action not taken today can have a huge impact further down the line, highlighting the value of long-term relationships.

We Value Our 
Independent Status

As an independent financial adviser, we have access to a broad range of financial products with no restrictions. Whether looking at business solutions or personal finance protection, client welfare is always front and centre.