Director pensions
and future income
Review pension provision and how it fits with your personal retirement plans. Coordinate relevant company and tax questions with your accountant.
Business owners
You’re building a business.
Build your own future, too.
Company decisions and personal finances rarely stay separate. We help you think about both, so your financial life develops alongside the business.
First conversation: no charge, no obligation. Online and face-to-face meetings by arrangement.
Your business / Your life
How much of your
future depends on
one asset?
The business may be your main source of income and your largest asset. It can also concentrate risk.
A personal financial plan considers pensions, investments, protection and the money you may need beyond the company. It should allow for the possibility that an eventual sale or exit does not happen exactly as expected.
Discuss your next chapterWhere we can help
Director pensions
Company cash
and personal wealth
Consider access needs, reserves, investment risk and how personal and company investments serve different purposes.
Protecting people
and continuity
Consider key person, shareholder and personal protection needs, with legal and accounting input where appropriate.
A defined scope
Joined-up advice.
Clearly agreed responsibilities.
We identify the financial advice we will provide and where your accountant, solicitor or another specialist needs to be involved. We do not treat regulated financial advice as a substitute for their work.
Corporate investment planning normally starts at £5,000. Corporate protection is individually quoted. Where ongoing corporate investment advice is agreed, the standard annual rate is 0.75% of the assets covered.
Read the full fee structure ↗︎