Corporate Financial Adviser Altrincham

Why would a business owner require the help and advice of an independent Altrincham corporate financial adviser?

It’s simple, they give you the truth behind what your business needs to do for you to have a great financial future. By looking at what your business may be worth at a given time in the future, enables our planners to draw up a life long financial strategy for you as the business owner. Take a look at cash-flow modeling to find out more.

Your day-to-day life at the moment is probably focused entirely on running your company. Ensuring income is secured, looking for finance, recruitment and development of new products or services. It’s time for you to take a look into the business to see how you exit it and what your income will be like after the sale or disposal.

Altrincham Corporate Finance Advice

Your company will probably not have a five-year cash flow plan and there are lots of reasons for that. However by modelling what you need now, this will give you a track to run on for the business. It will push you to drive value into the business and target the net asset value you need for a sale.

  • Of course we also advise on:
  • Workplace pensions
  • Salary sacrifice schemes
  • Employee benefit solutions
  • Private medical insurance (PMI)
  • Shareholder protection
  • Keyman insurance
  • Relevant life policies to reduce corporation tax on your life policy
  • Wills
  • Lasting powers of attorney (LPA)
  • Trusts for the business and your own home, investing business profits
  • Corporation tax (CT) reduction planning
  • Tax planning and exit strategy in a tax efficient manner. 
  • These are some of the tools we use to protect you, the business and make you more profitable.  Our main aim however, is to give you the tools to develop your family situation.

Contact our Altrincham IFA and Altrincham corporate advice team today for all your advice needs.



Why Choose us

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Investment portfolio review

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Cash flow modelling

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Fully Independent

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FCA regulated

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Financial planning

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Estate planning qualified

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Pension transfer specialists

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Occupational pension specialists

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All types of mortgages

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Care fee planning

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Low cost fees

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Corporate planning

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Wealth management

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Retirement planning

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Inheritance tax mitigation