Business Financial Planning

Whilst you are working hard to make sure that your business is successful, we are here to help you plan for the day when you sell and protect you and your business whist you are growing your sales.

Business protection:
We can help to advise your business on:

  • Share holder agreements
  • Share holder protection
  • Wills
  • Powers of attorney
  • Cross option agreements
  • Insurance
  • Keyman protection


  • Workplace pensions
  • SIPP
  • SASS
  • BPR schemes
  • APR schemes

Exit planning:

  • How and when will you leave the business?
  • Will there be a sale or buyout, or do you intend to pass it to your family?
  • How much do you need to sell the business for to have a great retirement?

Our Corporate Financial Adviser will work with you to help make a major difference when it comes to making financial plans for your business.

Book a FREE one-hour review today to chat through how our team can help: 01625266342.