Financial planning for businesses

We work with businesses to provide corporate financial planning that meets the needs and objectives of their organisation.

We are able to advise on arrangements to protect the company in the event of the death or illness of key people as well as putting in place shareholder protection arrangements.

Employee advice

We also provide financial advice for employees, including telephone helpdesks, individual appointments, workshops and more. One of our team can visit your workplace and hold on-site seminars and employee consultations – our solutions are designed around the specific needs of your organisation and workforce.

Procurement and other services

Through our relationships with other professional advisers we can help you arrange legal advice, payroll provision, general accountancy and procurement.

Director and partner consultancy

We also provide personal financial planning including wealth generation, investment management, retirement strategies and more. We will agree your financial goals and assist you to achieve these in a tax efficient way.