For Businesses

For business owners, the business is often an extension of their own personal financial affairs. Our in-depth knowledge of personal financial planning, combined with our extensive experience in providing consultancy services to a range of businesses, makes us ideally placed to act as financial advisers in this area.

Protecting the business

We can provide financial advice on the implications of a number of scenarios. Circumstances such as the loss of a key person through death or incapacity, or the death of a shareholder, will require the implementation of appropriate plans to minimise the financial impact on the business, it's owners and their dependants. Through appropriate and timely financial planning we can help.

Providing for employees

Attracting top people often requires employers to offer additional benefits over and above salary. Our financial planners can recommend and implement new employee benefits packages as well as review the competitiveness of existing plans, including;

In association with our sister company Killik Employee Share Services we can also offer a wide range of other financial services including:

For more information please talk to one of our financial planners.

Financial Planning for business owners

Our financial planners can help you plan the best way to extract value from the business throughout your working lifetime. We can also help with succession planning and realising value from your business at retirement.