Financial Planning for
Businesses and Individuals

Entrepreneurs & major shareholding directors often need advice and are typically too busy to organise themselves financially, chiefly because of the demands on their time and energy with their successful business. That is why financial planning advice is key to your financial success.

Comprehensive financial planning for an individual or a business generally involves tax planning, risk management, investment planning, retirement planning and gift and estate planning.

We work closely with your advisers (accountants, tax & legal) to ensure that we are all working together on your behalf in order to achieve your desired result.

Corporate Financial Planning

  • Pension Funding/Retirement Planning
  • Succession/Exit Planning and Relief’s
  • Company Investment Structures
  • Shareholder/Partnership Protection
  • Risk management events, such as death, illness or incapacity.