As business owners ourselves, we understand the commitment and effort required to run your business. It’s not uncommon to miss opportunities or identify financial risks.

We have the expertise and experience that differentiates us from our competitors, this enables us to review both your business planning needs alongside your personal objectives to provide an holistic solution.

We are also proud to be working with a number of companies across the Midlands in supporting their employees and with the provision of their company benefit packages. We conduct regular seminars, workshops and drop-in sessions for employees which continue to be extremely well received.

We provide support across a number of areas including:

Directors and shareholders

• Individual retirement planning

• Investment planning

• Inheritance tax planning

• Mortgage advice

• Shareholder protection

• Exit and succession planning

For Businesses

• Keyperson insurance

• Reviewing and managing workplace pensions

• Arranging salary exchange

For Employees

• Seminars on understanding pensions

• Arranging employee benefits such as group life protection

• Drop-in sessions

There is a risk to your capital, and you may not get back the full amount invested. The value of investments and any income from them can fall as well as rise.

The financial conduct authority do not regulate will writing, loans, credit cards or some forms of mortgage, tax advice, offshore investments and estate planning.