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Business planning

We support businesses large and small with independent financial advice that helps them to proactively plan and manage their finances

Managing the finances can often be the most overwhelming part of running a business, even for those comfortable with number crunching. That’s because there are often many moving parts that are difficult to keep on top of unless you have specialist knowledge.

Having a financial plan in place for your business can give you a feeling of control – that your cashflow is healthy,  you’re reviewing costs,  your projections are accurate, you have enough money to develop your business and you have taken care of the “what if’s?”.

We support businesses large and small with independent financial advice that helps them to proactively plan and manage their finances so that they’re not a burden.

Our specialist financial planners start by finding out the details of your business, your objectives and your current financial position.

From business protection through to retirement planning, we help you to navigate the wealth of options available to create an entirely bespoke financial solution that suits you.

We offer three main types of business protection:

Key person protection

This pays out if a key member of your team dies or suffers a critical illness. The payout could be used to help replace lost profit or to cover the cost of finding and hiring a replacement.

Shareholder protection

This type of cover helps the business provide a lump sum to compensate the family for their loss of the share of an owner who has died or suffered a critical illness.

Relevant life plans

This enables you to provide an individual death-in-service benefit for an employee. It can also be a tax-efficient way for shareholder directors to take out life insurance.

Other services

We can also help you to create a cost-effective and valuable benefits package for your staff that includes pensions and auto-enrolment and additional benefits such as life cover, critical illness cover and/or income protection.

We can support you as your business develops in areas such as acquisition and succession, restructuring and management buyouts, by putting you in touch with our specialist network.

If you’d like to speak to a Financial Planner about managing your businesses finances, please contact us.