Business Planning
Are you looking to start your own business?
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?
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
Retirement Planning
Business Planning
Pension Planning
Protection Planning
NHS Pensions
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Weekly Financial Update – 30.07.2020
All of the major world stock markets had negative returns over the last week as fears of a second wave of coronavirus cases worried investors. Whilst many countries in Europe have got control of the virus, total worldwide cases are still rising and even...
Tax On Investments
Do you know if you are liable for tax on investments you and your family hold? Most of the time tax on investments is not paid automatically and it is up to you as an individual to ensure you are declaring the right amount of tax to HM Revenue and Customs (HMRC)....
Weekly Financial Update – 23.07.2020
It’s been a mixed bag for the markets over the last week with the US and Europe achieving slightly positive returns and the UK and Japan slightly down. The biggest riser was the emerging markets. The Chinese economy grew 3.2% last quarter which was more than expected....
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