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Independent financial planning for your business 

Business financial planning is about taking all the right steps to achieve your commercial and personal goals while protecting your business.

As a business owner you may have substantial financial assets, but little time to ensure your wealth is working as hard as you are. Or it may be time to plan your exit from a business you’ve devoted many years of your life to.  Our team of fully independent wealth planners can provide strategic advice and practical plans for managing your wealth before, during and after the sale of your business.

Our highly qualified financial planning experts specialise in providing strategic and forward-thinking advice on business exit planning, business protection, tax mitigation, pension planning and retirement.

Make plans for your business with confidence

Arrange a no-obligation, complimentary consultation with an independent wealth planner now.

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Our specialist business planning services

Our independent, fee-based wealth planning service starts with a strategic review of all your personal and business financial arrangements. We then build and maintain a long-standing relationship with you, reviewing your plan regularly to make sure it is still working as you wish.

As our personal wealth planners are truly independent, they will give you impartial advice on a broad range of solutions and choose the best options for your company’s needs.

Our business financial planning services include:

  • Business protection – We can advise you on a range of protection services to help you deal with unexpected changes in your firm’s situation. Our independent wealth planners will help you decide what protection is most appropriate for your needs and put solutions in place to ensure the long-term survival of your business.
  • Business exit planning - If you come to an exit, how would you plan for it as an individual? How much capital do you need to achieve your goals and objectives, following a sale or flotation? Our planners can help you to build a strategy that works for you, before, during and then after the sale of your business.
  • Employee benefits - Your dedicated wealth planner will invest time getting to know you, your company, and your business goals, so they can advise you on the most appropriate employee benefits to meet your objectives.
  • Directors' pensions - Pensions are still one of the most tax-efficient ways to save for retirement but making the most of the tax benefits is not simple. Your wealth planner will help you navigate the complexities and ensure you make the best decisions for your personal circumstances and your business.
  • Investments - Good investment management can help you protect your future business and personal interests. Your wealth planner working with our investment management team can help you capitalise on suitable investment opportunities.
  • End to end service – We know your time is precious, which is why we manage the entire process on your behalf. From liaising with product providers and investment managers to sorting out paperwork, we take care of everything and keep you updated.

Other wealth planning solutions

Comprehensive wealth planning

A full review of your finances, leading to a personal wealth management plan.

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Inheritance tax services

Expert advice on how to mitigate IHT and effectively transfer wealth to the next generation.

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Retirement planning

Bespoke planning, pension advice and cash flow modelling to achieve the retirement you want.

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Long-term care planning

Holistic advice on achieving the right financial plan to see you comfortably through the rest of your life.

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Keeping you informed

Should you be thinking about investing your lockdown savings?

Did you save money during the COVID-19 pandemic? In this article we consider what you could do with your extra cash. 

Read more
What to ask if you want to protect your cash from inflation

With inflation creeping up and interest rates at a low, the real value of cash is falling. Read our five questions to ask to protect your cash from inflation.

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What is the right amount to keep in savings?

If you have decided to invest some of your savings in a diversified investment portfolio to protect your wealth from inflation, you may be wondering how much to invest and how much to keep in cash. We have some key points to consider when making your decision.

Read more

Investment news update

See all blog posts

Some of our wealth planning experts

If you would like to know how our independent wealth planners can help, please get in touch. We will be delighted to provide more details of our services.

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Debbie Kay

Wealth Planning Director

Debbie provides high quality independent financial planning advice to high net worth individuals, families and trusts. She specialises in dealing with Private Office clients who typically have more complex affairs.This includes financial structuring, investment consulting, strategic asset allocation, appointment of discretionary investment managers, coordination of professional advisers, succession planning, philanthropy and charitable giving.


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David Goodfellow

Head of UK Financial Planning

David specialises in financial planning and tax driven investment planning. He has over 15 years' experience in advising on and investing in VCTs, EISs and tax driven property structures. He is part of the CGWM Advice and Solutions Committee and a member of the Personal Finance Society and The Chartered Insurance Institute.


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Mike Ferrington

Senior Wealth Adviser

Beginning his advisory career in 2005, Mike joined Canaccord in 2011 and specialises in providing strategic financial planning services and tax-driven investment planning to high net worth private clients. Mike is a Chartered Fellow of the CISI and a Chartered Financial Planner.


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Find out more about our expert team

 

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.