Corporate Financial Planning
Most small to medium sized firms are unprepared in some areas of financial planning.
The consequences of this oversight may simply result in paying more tax than necessary, or it can be much more serious in that events which can and should be insured against are left uncovered, with possibly disastrous consequences for the firm and its owners.
We can advise on:
- SIPP's / SSAS's
- Executive Pensions for Directors and Key Staff
- Occupational Schemes or Group Personal Plans for Employees
- Keyman Insurance / Shareholder Protection / Loan Cover
- Income Protection / Critical Illness / Income Protection (Group Keyman / Individual)
- Group Health (e.g.BUPA Plans)
Come and talk to us about how we can provide advice tailored to your particular circumstances.
Past performance is not a guide to future performance, the value of investments can fall as well as rise and is not guaranteed - this means that you could get back less than you invest.
