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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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...
You Have Probably Got Investment Risk All Wrong
If I asked you what you thought investment risk was, there’s a good chance you will say it’s the chance of you losing money. Research commissioned by Scalable Capital and conducted by YouGov in 2017 found that a Cash ISA was the most popular savings vehicle after...
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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