Financial Advice for 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. We also provide an ongoing service which includes regular reviews of your plan to ensure they remain on track. Please note that ongoing servicing is an additional service and comes at an additional charge.

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 07971 287517 or drop us a line here.

Disclaimers:

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.

Want to find out more? Give me a call on 07971 287517

If you would like to speak to one of our existing clients before deciding whether to work with us please let us know and we will arrange this for you. It’s important that you feel entirely comfortable in working with us, helping you secure financial peace of mind.

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“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

“Richard Hawkings has been my independent financial adviser for the last 10 years. From my experience and dealings with Richard, I can testify that his advice and the service he provides is exceptional. Whether it be mortgages or ISAs, Pensions or Sickness benefit, the advice he provides is not only independent but, over the years, proven to be well judged and only ever with the interest of the client at the core. Richard’s trustworthiness and sound advice are just two of the reasons why I would have no hesitation in recommending him to anyone seeking sound and independent financial advice.”

Mr M Cheung

“Richard has been providing me with sound financial advice and information for the past 7 years, particularly in the areas of pensions and mortgages. He has helped me prepare for my future while enabling me to live now – despite my ever-changing financial circumstances. I have found him to be helpful, personal and prompt and I trust his advice. He has helped me greatly and alleviated the anxiety I feel about financial matters, for which I am very grateful. I would (and have) recommended him to everyone.”

Ms J Dance

“From company pensions and life insurance to property portfolios and mortgage guidance, Richard Hawkings has provided me with more than a decade of friendly, professional and exemplary financial advice.”

Mr J Miller