Wealth & Tax Management - Chartered Financial Planners

For Business

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COULD FINANCIAL WORRIES BE AFFECTING YOUR EXECUTIVE PERSONNEL AND YOUR BUSINESS PROFITABILITY?

Did you know that poor financial well-being can have a measurable negative impact on executive personnel and your bottom line?*

Or that, if you’re a business owner, there are significant risks in relying on your business to provide your sole source of retirement income?

Financial worries really do affect health and productivity across the board, as recent research* shows us:

  • Lost productivity impacts the bottom line by 4% as a result of workforce worry about finances
  • 5% of employees have been absent from work an average of 4.2 days a year due to illness caused by financial worries
  • Nearly half (46%) the workforce worries about their finances; 18% lose sleep over it
  • Only 31% feel on track financially for retirement

Whether you’re responsible for the well-being of corporate executives, or managing your finances as a business owner, the right financial planning really can make a difference.

Let us show you how…

*Source: Financial Well-being: The Last Taboo in the Workplace? Why organisations cannot afford to ignore the financial health of their employees (Barclays)

For business owners & individuals

Using legitimate, Government approved solutions, we can help you reduce your corporation, income, capital gains and inheritance tax liabilities.

And when it comes to planning for life after your business, our experts will help make sure you don’t have all your eggs in one basket… after all, you may want to retire when it’s not actually a good time to sell your business.

Services include, but are not limited to:

  • Profit extraction & legitimate tax minimisation
  • Planning for business sale & protecting the proceeds
  • Retirement planning, income streams & pension maximisation
  • Personal taxation planning

If you’ve worked hard to build a successful business, we can help you maximise your income whilst you’re working and protect the wealth you’ve generated to provide for your retirement and for future generations too.

For corporate clients

A more financially secure workforce is a happier and healthier workforce, which is proven to feed through into employee engagement and productivity gains:

“Discretionary effort at work is five times lower for those with low financial wellbeing and five times lower for those who are dissatisfied with employer’s efforts to help them manage finances”*

On the up-side, there is something you can do about it, because:

  • 1 in 5 employees said they would value broader financial guidance, debt management and counselling if they were in financial hardship
  • A sustainable solution is not just about ‘paying more’
  • 38% of employees said that they would move to a company which put financial well-being as a priority

*Source: Financial Well-being: The Last Taboo in the Workplace? Why organisations cannot afford to ignore the financial health of their employees (Barclays)

With our Financial Education Workshops you can help your senior executives improve their financial well-being; thus improving your productivity too

Our Senior Executive workshops typically take place at your premises, covering topics such as:

  • The fundamentals of investing
  • How much should you save towards retirement?
  • New ‘pension freedom’ rules
  • Using your available tax allowances
  • Protecting your wealth

Empowering you senior workforce to ‘look after themselves’ financially gives you the freedom to choose when you divest your company of staff and pension liabilities, safe in the knowledge that you’ve done all you can to ensure they’re financially secure.

You can access our business services face-to-face in the local area (Milton Keynes, Leighton Buzzard, Northampton, Bedford) and London; or use our skype and online webinar services if you’re farther afield.

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RETIREMENT PLANNING

Pensions and Transfers: safeguarding your future. Discover if you can retire early, have those extra holidays or help the kids out with the deposit for a house

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MONEY MANAGEMENT & INVESTMENTS

Investment structures and funds tailored to best suit your current and future needs

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WEALTH PROTECTION

Protect against life events and social threats (divorce, care costs etc.) with financial structuring, wills, specialist trusts, powers of attorney, life & health insurances

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BUSINESS SERVICES

Driving productivity, profitability and wealth protection for business owners and senior executive teams.

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call us now on

01908 523 740

YOUR INDEPENDENT FINANCIAL ADVISER

Whether you’re local to us (Milton Keynes, Leighton Buzzard, Northampton, Bedford, London) or farther afield (we cover the entire UK using Skype™ and other secure communications technologies), our expert team of financial planning specialists can provide the advice and support you need to take care of your money effectively.

Call us today on 01908 523 740 or use the form to request a callback.

The sooner you start planning with us, the sooner you can be living your dreams.

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