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
I was initially given Ginny’s details via a friend and have now known Ginny for a number of years. She helped me with my pension plans and she helped me to choose the right investment funds. She explains things in a easy manner. I trust Ginny for the impartial advice she always gives.
Mrs Dhami
