Corporate Financial Planning Knutsford

Our Knutsford based Knutsford corporate financial adviser team, offer advice to company directors in terms of their Knutsford corporate financial planning.  Our Knutsford IFA offer advice and help with all things business related from our fully independent team of professionals.

Knutsford Corporate Financial Planning

Knutsford Corporate Financial Planning Specialist

How well placed is your business when it comes to the loss of a director or key person.  How would your family benefit from your shares in the business?

Business Protection

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

What plans have you made in terms of selling or passing on the business?  Is this viable and do you know the numbers that will enable you to have the lifestyle you want in retirement?
 
Business exit strategy

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

Not only do you need to plan for retirement, but your company now has a responsibility to set-up and run a workplace scheme for your employees.

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 Knutsford corporate financial advisers today to book a FREE Knutsford 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