Chartered Financial Planners - Independent
Tel: 01332 416585
Corporate Planning
Most small to medium sized firms are often unprepared in some areas of financial planning.
Here are some of the important issues you may be faced with
- How do you extract your profits in the most tax-efficient way?
- What is the most effective way to reward and motivate employees?
- How should you make sure that you can afford to retire?
- To whom will you pass on the business when you retire?
- How will you finance expansion?
- What would happen to the business if you (or your co-owner) were to die or fall seriously ill?
Come and talk to us about how we can provide advice tailored to your particular circumstances
We have created some extra information and resources for you to help with Running Your Business or contact us book an appointment to discuss your corporate planning requirements.
What our customers say
In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of.
Personal Pension Client
