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What We Do

Corporate Financial Services

There is no doubt that business owners can benefit from specialist financial planning advice. You may recognise the need to protect the interests of your shareholders or co-directors. You may also recognise the need and the advantage of creating an employee benefit package to attract, reward and keep excellent staff.

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Auto-Enrolment Pensions

Auto enrolment requires all employers to provide and contribute to a workplace pension for all their employees, when they become eligible. This means that instead of employees choosing to enter a pension scheme, they will be automatically enrolled into the scheme and contributions taken.

We can help you:

  • Meet your staging date

  • Access your workforce for eligibility

  • Select a pension arrangement

  • Decide on the right contribution basis

  • Put auto enrolment systems in place

  • Register your scheme


Business Protection

Losing a partner or shareholding Director can have a major impact on the success of a business. Could your business continue if one of the owners were to die or suffer a critical illness?

Cover can be arranged to meet the individual needs of all types of companies. You can choose what type of policy suits you and your team, the term of the cover and which benefits are included (life cover, critical illness cover and income protection).

The benefits can be used to help fund a temporary replacement, repay an outstanding loan to aid cash flow, contribute to medical care to speed recovery or simply tide the business over in a period of reduced activity.

There are no hard and fast rules when assessing the financial value of a key person as each key person must be dealt with on their own merits. Modern protection menu planning allows us to tailor a package specific to your needs.

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Commercial Mortgages

Commercial Mortgages are loans that are secured on commercial property such as shops, business premises, warehouses, factories, workshops and garages.

As an Independent Mortgage Broker, we are able to offer a wide range of funding including commercial mortgages, loans, business loans and other non- regulated commercial finance options.

If you, or you company are considering constructing a new building, moving to new premises, expanding facilities or modifying your existing accommodation, then you could benefit from talking to us.


Pensions for business owners & directors

A pension can be a tax efficient way of extracting the profits from your business

You receive tax relief at your highest rate on any personal contributions and your company contributions do not incur income tax or national insurance. We can help you to structure your pensions in order to benefit both you as an individual and your business.

It’s important for you to consider your own retirement needs and even if you own the business, don’t rely on selling your company as a guaranteed source of income on your retirement.

Many business owners depend upon the future sale of their business to generate their retirement funds. However, by putting business assets such as cash profits, commercial property or land into a pension arrangement, business owners could:

  • Enjoy a number of tax advantages

  • Use money paid into the pension fund to expand your business now

  • Build up a substantial retirement nest egg.

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