Financial clarity and peace of mind for business owners.
Whether you need help in arranging a particular area of business protection, or devising a comprehensive plan to safeguard your business, our financial consultants can help you plan for all stages of your business life cycle including:
- Business succession
Areas we can help with include advising on employee benefits schemes, pensions consultancy, assisting with retirement planning, relevant life insurance, or death-in-service arrangements.
We also offer a financial counselling service to company employees on a one-to-one basis to help review their individual finances and devise a plan to meet their own personal objectives.
”No matter how busy Graham is, he always finds the time to come back to me promptly and thoroughly, I have no hesitation in recommending him to anyone that asks me for a financial advisor. I look forward to Graham taking care of my finances for many years to come.Lynda