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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October10

Going Green with reusable bottles

What a fantastic idea from our social responsibility committee. We’ve given up using disposable plastic cups and replaced them with our own reusable metal bottles which hopefully will be kinder to the environment. You might notice the logo which will be appearing more and more on our media. As a team, we’ve been working on … Continued

August15

How safe are Government Bonds?

It is widely held that government bonds are a safe investment – after all, you get your money back at the end of the term plus interest, fact. This is certainly true in the actual pounds and pence you will receive, but what is the real return, relative to the latest UK inflation figure of … Continued