Business Planning

Are you looking to start your own business?

It’s so much easier to start a business these days; and it costs a lot less than you may think, too!

And if you’ve already established a business, do you have an employee pension scheme in place? Because it’s now required by law, so you really do need one.

Keeping staff healthy and financially sound is simply good business practice. It makes sense to look after the wellbeing of your people… so why not consider offering independent financial advice to your staff as an employee benefit?

Business Planning

Our business planning services include:

  • Business start-up – We guide you through the process from registering with Companies House to looking at different software options for email, cloud storage and accounting.
  • Workplace pension scheme – We help you choose the best option and will set it all up for you, too.
  • Financial advice as an employee benefit – We come in to give presentations on a range of financial subjects; we also see staff individually, for tailored, personal consultations, if they require it.

Services Overview

Something for every stage in your life… because financial planning is for life, not just for retirement!

Financial Planning

Achieving your goals with a practical, workable plan

Retirement Planning

Identifying your route to a financially secure retirement

Business Planning

Helping you to start and exit your business successfully

Pension Planning

Consolidating, lowering charges and improving performance

Protection Planning

Protecting you, your family, your wealth and your legacy

NHS Pensions

Expert understanding and analysis of your position

Client Reviews

Reviews and Ratings for Financial adviser Carl Roberts, Milton-Keynes

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News & Views

Latest investment market commentary, financial planning tips and insights. We publish a new article every week.
115% Tax Relief

115% Tax Relief

It really is possible to get more money back in tax relief than what you put into a pension.   There are a few ways you can ‘play’ the system and be super tax efficient especially using all the allowances available to you as a family.   Here are a few examples where...

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When To Sell An Investment

When To Sell An Investment

When to sell an investment is just as important as when to buy an investment.   Remember you don’t make or lose anything when you buy an investment. You make a gain or loss when you sell.   Have you seen large rises in the value of your investment in the last year or...

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It’s a privilege to serve our clients and we’re proud to be recognised for the work we do.
SME Finalist, RP Finalist, Next Generation Advisers, Money Age Award


We go above and beyond to maintain the highest standards and professionalism.

Chartered Financial Planner, DAUK, Personal Finance Society


We are delighted to help our designated charities in whatever ways we can.

Milton Keynes Hospital Charity


We are proud to feature in…