Business Investment

Issues such as company pensions, employee benefits and insurance can distract you from the business of running a company. We create tailored employee benefit schemes and business investment strategies so you can focus on what you’re passionate about

We're experts in financial business investments and insurances

As business owners ourselves, we understand many of the issues you are dealing with because we have faced them too. We will help you to devise a bespoke, long-term strategy so that when the time comes to exit, you will be able to get out of the business much more than you put in.

Business Investment Services that we offer include:

We’ll advise on policies and legal arrangements which would protect other shareholders in the event of the death of a business owner/partner.

We can help you implement policies which protect your business from the impact of losing key employees. This not only protects revenue, but also allows your business to continue to operate whilst cover or replacement employees are recruited.
We can advise on the best way to invest any medium to long-term savings the business has, in order to maximise the returns.
We can advise on any existing investments that your company, or you as a business owner, may have outside of the UK. We also offer advice on how to invest money from the UK to an offshore account.

Please Note

The value of your investment can go down as well as up and you may get back less than the amount invested.

Please Note

The Financial Conduct Authority does not regulate taxation, estate planning, trusts or business advice.

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