Business owners
Business owners have a unique opportunity to harness their business for effective financial planning.
Managing a business can, however, bring its own set of issues and hurdles. With business finances requiring constant attention, and time being a precious commodity, it’s easy to allow your personal financial planning to fall by the wayside.
We look to support you in meeting your overall aims whilst ensuring appropriate arrangements are in place to safeguard your future against the unexpected. Our clients range from small partnerships to large organisations and accordingly, individual arrangements are designed and implemented to suit. Whatever the nature of your organisation, robust planning can often prove to be the key to success.
Our advisers will help you to:
- Identify your business and personal goals which may include retirement and succession planning.
- Identify opportunities to utilise your business to fund the retirement you want to have.
- Understand your attitude to financial risk and how comfortable you are investing your money in different types of funds.
- Identify what insurance you and the business need to ensure that you are well protected, in the event of ill health or death.
- If appropriate, refer you to our private finance advisers who can help you secure the most appropriate financing to meet your needs.
- Identify opportunities for corporate investments.
- Put together a financial plan which focuses on helping you to achieve your goals with suitable investments, pensions and protection.
- Implement your financial plan and review it with you on a regular basis to ensure that it continues to meet your needs. This is key to our wealth management service which provides ongoing advice and support as your goals and needs change.
You may also need to consider your employees and whether your business is effective in attracting and retaining the staff you want. We provide advice in respect of the full range of employee benefits including:
- Group Pensions
- Work Place Pensions and Auto Enrolment
- Group Life Assurance and Critical Illness
- Group Permanent Health Insurance
- Group Private Medical and Travel Insurance
In addition to the initial advice and scheme implementation, we also provide ongoing support and administration services in order to ensure the smooth running of your employee benefit arrangements.
Ready to take the first step to achieve your personal and business goals? Get in touch for a no-obligation consultation at our expense.