Financial Planning For Businesses

Why use our business financial planning services?

Not all businesses have the time, skill sets or are of the scale to work through a thorough planning process independently and it’s our role to act as a partner to identify and advise on any gaps across key areas. As a business client, you will have a dedicated, highly qualified financial planner who is supported by a client liaison assistant for any of your queries.

Our colleagues at PKF Francis Clark (accountants and business advisers) are also available to you, providing holistic advice for your business.

> Visit our budget hub page to read about what the budget means for business owners

How we can help your business

Business Protection

Business protection is insurance to help protect businesses from the financial consequences of shareholders, partners, sole traders and key employees being diagnosed with a critical illness or dying.

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How We Work

We have a three-step planning process

Each business is unique and our tailor-made services reflect this. We work with you to understand your business, what you stand for, your employee demographic and values, and ultimately how we can help you. We will formulate an adaptable strategic plan considering any changes to the business as we continue to work together. In addition, our proactive approach to reviewing your existing arrangements will make sure they remain valid, suitable and value for money.

Step: 1

Understanding your priorities and goals

The first stage of working with you is all about understanding your business, the drivers for the decisions you make and to discuss how we can work together to add value to your business’s finances, employee benefits and processes.

Step: 2

Strategic planning

After the initial meeting, clients receive a strategic report which recommends bespoke solutions for their business.

Step: 3

Regular reviews

The plan is a living document, owned by your business and with regular review meetings with your employee benefits consultant you can ensure that your plans are kept on track.

“Fiona has not only proven to have cared well for our funds and plans she is also very personable and approachable and as a result we feel extremely confident our best interests are always at the fore.”
Ian and Jess Amor, Wiltshire
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Transparent and Fair Fees

We will always clearly communicate the fees applicable to any work we carry out on your behalf and will not proceed until these have been agreed with you. We regularly compare our fees against the wider market and are confident that we provide a very competitive fee structure for fully independent financial planning.

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Our People & Qualifications

Our firm has held the coveted Chartered Financial Planning Firm status for several years, so your financial planning is taken care of by one of the most knowledgeable and highly qualified teams in the profession.

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