Corporate Services

If you own your own business, you will need to consider a number of factors in terms of financial planning.

We can help you look at director's pension planning, exit strategies, share option agreements, and associated protection.

We are also able to work with you and your accountant to maximise tax efficient investments.

For advice on any of the above, contact us now.

Take the first step

We would be happy to discuss your requirements with an initial meeting.

Contact us today book your free no obligation initial meeting in whichever method is most convenient for you.

Contact us…

I would like to thank you for your time and patience, explaining the different types of options available to me for building and sustaining a balanced portfolio of shares and properties. I feel you have provided impartial sound advice in a most professional manner and would not hesitate in recommending your services to anybody in the future. I look forward to our next meeting.

Basil Kellerman - October 2023