Financial Planning for Business

From the overall operation and plans for the business, to sales and acquisitions to succession planning for the future, all require financial planning expertise.

We provide business owners and HR managers with advice on both their own pensions and that of their workforce. With recent changes in Auto Enrolment, it has never been so important to have an understanding and review on your workplace pension to ensure you have the best solution in place for your business.

We appreciate that business owners, do not always have the time, or specialist knowledge to help decide on the most appropriate option, that is where our team can help.

If you operate your business as a contractor, then there are many financial and tax considerations to take into account, whether you are at or approaching retirement, it’s important to make sure there is an efficient financial plan in place to help you reach your goals.

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Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year. More details can be found on the link below.

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