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
Client Reviews
Find Your Financial Freedom
Book a Free ConsultationNews & Views
A Private OEIC – Your Own Family Investment Fund
A private OEIC (Open Ended Investment Company) could be the solution if you have maxed out the allowances available for tax wrappers such as pensions and ISAs. It is an alternative tax efficient way of investing large sums of wealth for you and your family. What...
Cash ISAs Are Still Worth It
Rock bottom interest rates have led to the returns from cash ISAs being pretty useless. Especially when compared to the returns from stocks and shares ISAs that are invested in global equities. So should you be ignoring cash ISAs? Well, there is a handy little...
Should We Be Ignoring The UK As An Investment?
Surging gas prices, a shortage of food and panic at the petrol stations. If you are following the news closely at the moment you are probably feeling the UK is a gloomy place to be living right now. But what about when it comes to investing, should we be ignoring...
Awards
Memberships
Supporting
Media
