Business Planning

Whether you own a small business or are involved in a larger organisation it’s important to know that the structure you have created will develop in the way you want, and provide for you in future years. This will mean reviewing your financial plans on a regular basis, ensuring your business loans are protected, and just as importantly, making sure that the key employees that you rely on to drive your success are well protected too.

We work with businesses owners to help them consider and quantify the effect on their business of the loss of key people.

As an owner you undoubtedly put all your energy in making your business a success. We often find with this energy it leaves little time to consider how you will extract your value both while you are still running the business and ultimately when you want to walk away. Arrange a chat with one of our financial planners to see how we can help here

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October24

Purple 4 Polio

  We are delighted to be able to offer some support to Lisburn Rotary on World Polio Day today. Rotary Ireland is marking the occasion by planting 150,000 across Ireland, which will be fantastic when they are in flower in the spring, Rotary clubs across Ireland will either be planting the purple crocus corms themselves, working … Continued

September21

Children’s Cancer Unit Golf Day

The Children’s Cancer Unit Charity held a golf day at Rockmount Golf Club this week and we were delighted to go along and support. The Children’s Cancer Unit Charity is a registered charity and depends on donations from supporters. All the funds raised are used to care for children in the province who suffer from all … Continued