Corporate Financial Adviser Wilmslow

A Wilmslow corporate financial adviser is here to help you every step of the way when it comes to making the most of your business.  You may well receive advice from all types of professionals from legal to accountancy.  Our Wilmslow Corporate Retirement Planning and Wilmslow Corporate Financial Planning advisors work alongside your others advisers but delve around the areas where we specialise in looking after your business finance.  

Wilmslow Corporate Financial Planning Wilmslow Corporate Financial Planning


Protection in a business is not just public or employee liability plans, it’s making sure that the business continues after the death of a key person / Director.

  • Protecting your business from: early death or illness of a shareholder or keyperson
  • Shareholder protection agreements
  • Private medical insurance
  • Commercial insurance


When working though when and how you will exit the business  our planners will develop a lifetime cashflow person to you not the business.  You can then be assured that the figure you receive from a sale will ensure you have the retirement lifestyle you planned for.

  • Exit strategy planning
  • Business property and entrepreneurs relief
  • Investing business profits
  • Lifetime cash flow modelling post-retirement (see video on the home page)

Pensions/retirement

  • Workplace pensions: advice; costing; implementation and education for employees
  • SIPP’s and SASS advice and planning
  • Commercial property transactions

Employees

Employee benefits including: salary sacrifice; shopping discounts and cycle to work schemes.

  • Education of employees in money management clinics and pre-retirement.
  • Financial planning for employees being made redundant.


Speak to one of our Wilmslow IFA and Wilmslow Corporate Financial Planning adviser team today to book a FREE Wilmslow corporate financial planning review meeting.

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