How it works…

Getting to know you and your business

Running a business is no small commitment – it takes time, hard work and determination to succeed. Therefore, when it comes to financial advice for your business, we are here to give a helping hand so that you can have more time for the day-to-day, without worrying about finances. Whether you require pension reform advice to know and understand the pension provisions you need to make for your staff or are looking into employee benefits, we can help.

Our approach

We make financial planning for yourself and your employees a priority, ensuring that as your business grows and its needs become complex, your plan can adapt too. By helping you put the right plans in place at the right time, you can benefit from financial security in the long-term, with fewer headaches along the way.

Pension planning for business owners

Making the most of retirement

As a company director or business owner, understanding the process of pension schemes for your employees and how they are structured is paramount, particularly the regulations you must comply with.

We are here to help you meet your obligations by taking the time to understand your business, your personal plans, and your objectives for the future.

By carefully explaining the issues and requirements around workplace pensions, we can give you the best guidance possible to ensure your business is fully compliant.


Financial wellbeing for employees

A healthier workforce

Whether you are looking for advice on benefit and remuneration strategies for your employees, or simply looking for one of our education courses around finances for employees, we can help with your wellbeing strategy.

Giving your employees confidence around finances helps them to better understand areas of finance such as private medical insurance and flexible benefits packages, and finances in a general sense.

Not only will this help you support your employees, but it will also help them approach their finances with more confidence and less stress.

We offer sessions for employees around financial wellbeing that can be delivered remotely via video call, in group sessions or one-to-one.


Tax Planning for directors & owners

Helping you with tax mitigation

With the financial demands associated with running a business, the last thing any business owner wants to do is pay more tax than they need to.

We have several tax planning options that can help you to understand company pension contributions, remuneration strategies and claiming allowances.

We will make sure you are aware of all your available allowances, ensuring you benefit from all you are entitled to, rather than missing out.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

Business Financial Protection

For the unexpected

Things can happen to your business that are beyond your control.

The best financial plans account for the unexpected, to ensure your business plans aren’t undermined by the unforeseen, insurance is essential.

We can help you to get the correct insurances in place, regularly reviewing and updating them so that they can grow alongside you and your business.

By giving you an in-depth review of your business, we can help to implement a tailored insurance programme to navigate the ups and downs.