Our Services.

From cash flow forecasting to pension auto-enrolment, we will deliver a tailored, financial service that reflects the present circumstances and long-term objectives of both you and your business.

Our service includes

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Business Protection

We can help protect business owners in the unfortunate circumstances of employee illness or death. Our service allows owners to plan for the unexpected by providing cover to ensure your business can continue with minimal disruption.

There are four key elements:

  • Director/key person insurance
  • Shareholder/partnership protection
  • Business loan protection
  • Income protection

With business protection in place, you can:

  • Keep your business trading and protect turnover and profits
  • Replace key individuals
  • Protect corporate debt
  • Buy out a shareholder or shareholder’s estate if they become critically ill or die

Cash flow forecasting.

We specialise in using cash flow modelling, enabling you to get a clear picture of how your business and personal wealth can contribute towards your long-term goals.

Tax reduction planning.

We focus on savings that work for both the business and the business owners. Working with your other advisors, we’ll make sure that time critical decisions get made to get the most of the tax planning opportunities for your business.

This would include:

  • A focus on corporation tax, income tax and capital gains tax planning
  • Predicting year-end profits and available cash so as to implement strategies on time

Auto Enrolment / Workplace Pensions & employee benefit packages.

Auto-enrolment legislation is the biggest change in employer pension requirements for 20 years. We can help you to deal with these changes in a way that will benefit both staff employees and business.

We are also able to cover all other employee benefits such as death in service and private medical insurance.

Exit strategies & financial independence.

We can help you to take a step back from your business to look at your longer-term ambitions for both the company and yourself. Our specialism is helping you to understand how your business can help fund the next phase of your life – without depending on have to sell. We can form a bespoke strategy to help you achieve financial independence so you can choose whether or not you want to work.