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.

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.

Download Guides >

Key Facts document on Auto Enrolment

Relevant Life Plan document

Contact Us

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

Call: 0808 144 5575

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