Corporate Financial Adviser Warrington

What does a Warrington corporate financial adviser do for my business?

Getting the right advice for your business may come from many different sources.  Having a Financial Planner working with you can really make a big difference.  Our planners will ask you the toughest question first.  “When and how will you leave this business?”  Is this through a sale or a buyout, or is it going to be handed down to someone in the family?  How do you know?  When will this happen?  What net sale figure will you receive for all your hard work and endeavour over the years?

Our process starts there as this will form the basis of our advice process.  The process will show you how to make the most of the time you spend in the business.  Once you know your “number”, the gross valuation you need to sell your business and have a happy retirement, then everything you should be doing with the business works backwards from this point.

You have probably been so busy working and driving the business over numerous years, that you may have missed what is important in your life.  Taking the time to put down on paper what is important to you and then developing your own personalised plan will help you realise why you are working as hard as you do.

In fact in a recent survey 82% of Small Medium Enterprise’s (SME’s) in the UK had no 5 year business cash flow forecast.  There were lots of reasons stated for this, but most came down to the fact that the owner did not want to put sales and profitability pressure on themselves over a set time period.

With our help, you will have the chance, to develop a personal goal that your business delivers for you and your family.  Your very own lifetime cash flow plan!

Of course our Warrington Corporate Financial Adviser team 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 the Assured Wealth Warrington IFA and Warrington Corporate Financial Adviser team today to book  a FREE review and start to see your business future more clearly.


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