Business Planning

Our experienced Advisers specialise in business planning and their expertise is frequently called upon to provide a bespoke Business Planning advice to new and existing business clients. This service falls into two areas of financial planning, namely Director Benefits and Employee Benefits.

Director Benefits

  • Keyman Insurance
  • Partnership Protection
  • Shareholder Protection
  • Self Invested Personal Pensions (SIPPs)
  • Small Self Administered Schemes (SASSs)
  • Commercial Property Purchase via SIPPs
  • Corporate Finance & Debt Restructuring

Employee Benefits *

  • Pension Schemes including advice on Auto Enrolment & Nest
  • Group Life Assurance
  • Private Medical Insurance, Cash and Dental Plans
  • Income Protection
  • Sickness and Accident Cover
  • National Insurance Planning including Salary Sacrifice

* For Further details please see our Employee Benefits Service