Business Owners

If you run your own business then there are big demands on your time. We can assist and advise you in the areas below, this will save you time and we will agree a regular review to be undertaken –

  • Executive and Director Pensions planning
  • Self Invested Pension Planning (SIPP)
  • Partnership Agreements
  • Small Self-Administered Pension Schemes (SSAS)
  • Keyman Protection – Life and / or Critical
  • Shareholder protection
  • Death In Service arrangements
  • Private Medical Insurance – Executive or group
  • Income Protection Insurance (often thought of as insurance based sick pay schemes)
  • Tax Planning
  • Auto enrolment


If you think you may benefit from advice and guidance to achieve financial peace of mind then call us on 01704 862 200 or drop us a line here.

We were very fortunate in being introduced to Richard Hawkings over 7 years ago and he became our financial advisor.  He has demonstrated sound and conservative financial ability, makes regular visits to see us and is readily available by telephone.  There have been times when some decisions have needed immediate attention and the advice we have received has been invaluable. His knowledge of the financial marketplace has resulted in establishing a broad based portfolio for us.  We do recommend his services without hesitation.

Tony & Alison Perry OBE, Liverpool