Business Planning
Supporting business owners and executives to manage corporate and personal wealth.
We help businesses and their owners maximise efficiency and plan strategically for both short- and long-term goals.
We assist clients with:
- Shareholder protection.
- Group Self-Invested Personal Pensions (SIPPs) and corporate investments.
- Extracting profits efficiently.
- Key person insurance for business continuity.
- Employee benefit schemes, including auto-enrolment, group life insurance, and group income protection.
Benefit to you
Confidence that their business wealth and employee benefits are managed efficiently, supporting both short-term needs and long-term objectives.
Q: I run a business—what support can you offer?
We advise on profit extraction, shareholder protection, group pensions, employee benefits, and key person insurance to align your business and personal wealth goals.
Meet our Business Planning Advisers
Gary Nash
Chartered Financial Planner
Ryoko Takayanagi
Independent Financial Adviser
Nicholas Sanders
Independent Financial Adviser
How Else Can We Help You?
YourPath
Tailored Planning at Key Life Moments
Financial priorities evolve. YourPath is our structured roadmap for transitions like retirement, inheritance, tax changes, and beyond. It connects your situation with the right strategies and services.