Just the advice you need.
Help throughout the life of your business:
- Planning
- Protection
- Growth
- Long term
We specialise in working with the owners and directors of small-medium sized businesses. This means that we work alongside you, your teams and your families to understand what you are trying to achieve, financially.
We take time to understand what your business is all about, your plans for developing and growing your business and your wishes for the future. This may be to sell the business, pass it on through to the family or develop a plan for succession.
We work alongside business owners throughout the business lifecycle to help them:
- develop financial plans
- ensure they are financially protected
- support them in their growth
- keep their long-term plans on track
We are focused on saving you time, sourcing creative solutions, highlighting the choices and options available for your business and validating your financial decisions and goals.
Planning
- Retirement planning for owners
- Auto-enrolment for employees
- Staff group benefits
- Mortgages
- Commercial insurance
Protection
- Private medical care
- Shareholder protection
- Key man cover
- Relevant life cover
- Critical illness
- Income protection
Growth
- Business tax planning
- Personal tax planning
- Extracting profits
- Corporate investing
Long term
- Sale or succession
- Capital Gains Tax
- Entrepreneurs Relief
- Estate planning
The Financial Conduct Authority does not regulate some forms of corporate financial planning or tax and estate planning
