We work with you to create a plan that fits with your company ethos and objectives, both short and long term. This is complimented with regular meetings to ensure the plan stays on track and allows changes to be made as your business grows. The key areas of the plan are:
While it can be very rewarding, it’s hard work running a business whether it’s a start-up or an established company. Seeking advice from an experienced financial adviser means you can focus on the things that matter to your company.
We Consult, Review & Recommend, Implement and Support.
Consultancy
For project based work we charge an hourly rate for each phase of the project. This could be a holistic look at your business to see where financial advice and products could add value or could be specific to an area such as tax planning or creating a bespoke employee benefit package. Our hourly rates are:
Group Insurance and Protection Services
We do not charge a fee for our insurance and protection services as we will normally receive commission from the policy provider. You will not be subject to VAT for this service.