Business Owners

If you run your own business then there are often big demands on your time. We can assist you and advise you in the areas below to help you save that valuable time, and our service includes regular to ensure your plans stay on track:

  • 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
  • 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

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.

Risk statement:

  • The Financial Conduct Authority does not regulate Tax planning
  • The value of pensions and investment and the income they produce can go down as well as up and you may not get back the full amount that you originally invested.