Business      

Financial planning in general is a complex area and this is no different for businesses whether you are a sole trader, partnership or limited company. Naturally your focus is on running your business efficiently and profitably, however other important financial considerations are often overlooked

The two principle areas of business advice relate to profit protection and ownership cover in the event of death or diagnosis of a serious

illness; such arrangements are commonly referred to as Key Person and Partnership/Director shareholder schemes. Business protection is especially important to small medium enterprises (SME’s) and companies whose profits rely on key individuals within the firm. In addition other business services include, group pensions, life, medical and health plans.

We will undertake a review of your business needs taking into account any existing arrangements and design an unbiased solution to meet your personal and your company’s objectives. We will work closely with your company’s existing legal advisers, and we can provide introductions to other relevant professional services if necessary.

Contact us today on 01424 844243 or via our contact page for an unbiased review of your protection policies or other financial affairs.