Dedicated Financial Services for Business Owners and Company Directors
As company directors ourselves, we understand how important financial planning and wealth management is to ensure the protection and prosperity of your business, staff and family.
For this reason we have developed a range of specific services with local business owners and company directors in mind.
Ask yourself the following questions...
Retirement Planning - Are you maximising your personal and employer pension contribution allowances in the most tax effective way? Also, do you know what investment options are available to you such as the purchase of a commercial building through a SIPP or SSAS? Do you have pension plans that need reviewing?
Auto Enrolment Assistance - Are you ready for your company's auto enrolment staging date to avoid fines?
Key Person Insurance - Do you have sufficient protection in place should anything happen to you, a fellow director or one of your key members of staff?
Personal Protection - Do you have sufficient mortgage protection, life cover, serious illness insurance or income protection to safeguard your family should anything happen to you?
Business Protection - Do you have sufficient insurance in place to protect your specific needs?
Savings & Investments - Do you have a personal Wealth Management team to carefully plan and track your ISA's, Pensions and Investments?
In-house Financial Services - Would your employees appreciate and benefit from in-house financial services to ensure they have the necessary plans in place? We can arrange free financial health checks that can attract new staff recruitment and improve loyalty.
Mortgages - Would you like one point of contact for any personal or business mortgage needs?
Will Writing- Do you have a plan in place that protects your business and your family if the worst was to happen to you?
Tax, Accountancy & Legal Services- Are you getting the right level of service and expertise from your existing providers? If so, we'd be happy to make an introduction to some of the best in the business.
Business Loans and Corporate Finance - Do you need an injection of cash or long-term finance solution?
Additional Income Opportunities - Have you looked at various ways to utilise your existing connections to generate a long-term additional income streams for you or your business?
Exclusive Events - Would you like industry expertise and insight while having the chance to meet other local business owners via our free, invitation only events?