Financial Planning for your Business

As the financial planning division of an accountancy group, we have many years experience in advising businesses and we understand the challenges that businesses face and their needs. We work with a wide range of organisations with different ownership structures across many sectors and of varying size.

Given the diversity of the clients we work with, our advice can focus on many different areas, whether it be helping a business meet its legislative requirements, protecting the business or providing benefits for employees.

Our advice can also be directly focussed on the business owners themselves and address areas such as profit extraction or succession planning.

Identifying the right strategy for you

There’s a range of financial solutions now available and information can be accessed far more easily with just the touch of a button. Our Financial advisers can work with you to ensure that you have a strategy and a plan focussed on achieving your goals and aspirations.


You might be interested in learning more about our approach.

Our usual approach is to arrange an initial meeting which will be covered with our compliments. This will enable our advisers to assess how well we have understood your needs and requirements and be very clear on how it is that we are able to help you to achieve your goals.

We operate on a no surprises philosophy, so prior to starting any work; we will agree our fees with you.

Our team of Financial Planners can help you with the following:

  •  Investments
  •  Auto-enrolment and workplace pensions
  •  Directors pensions
  •  Employee benefits
  •  Key person protection
  •  Partner/shareholder protection
  •  Commercial property finance
  •  Tax planning


You can find more information in our Key Facts document on Auto Enrolment and the Relevant Life Plans document for providing life cover to employees inthe below resources section or get in touch with one of our Financial Planning Consultants near you.


Contact Us

Call NOW to speak to one of our Financial Planning Consultants near you.

Call: 0808 144 5575


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