Liverpool Corporate Financial Planning

Liverpool Corporate Financial Planning

How would your business survive if it a key member of the team was lost? What implications would it have in the short and long term?

What resources would you have in place to make sure sales continued to be generated and that contracts were still won or renewed? Would you have sufficient resources to recover – or even continue to trade at all? How would you be able to effectively recruit a new key player?

The majority of businesses have never even thought about this process. If they have, many have not yet put a proper plan in place.

Do you need help to develop your own Liverpool corporate financial planning plan?

Liverpool Business Financial Planning

Liverpool Corporate Financial Planning Advisors

Our Liverpool corporate financial planning advisers offer a number of business protection solutions, including:

    • Protecting your business from the early death or illness of a major shareholder or key person.
    • Private medical insurance.
    • Shareholder protection agreements.
    • Commercial insurance.

We talk to clients about a business exit strategy, to help them put the retirement income plans in place to allow them to increase the net asset value to the price they need to sell it.

  • Business property and entrepreneur relief.
  • Exit strategy planning.
  • Investing business profits effectively.
  • Financial planning for employees being made redundant.
  • Workplace pensions: advice; implementation; costing and education for employees
Corporate Financial Planning Liverpool

Corporate Financial Planning Liverpool

Stop guessing about your family’s financial future and begin planning so you can see how all your personal income and assets will be able to help you to live the life you want in retirement. Take away your worries about your future.

Your initial one-hour Liverpool corporate financial planning review session with a member of our Liverpool IFA team is completely FREE and without obligation.

Speak to one of our Liverpool retirement planning and Liverpool financial planning specialists today on 0151 601 5922.

Wages Continue To Be Squeezed

Wages Continue To Be Squeezed

New figures this week have shown that the rate of unemployment in the UK is falling, yet pay is still stagnating and failing to keep up with inflation. At the same time, many large businesses have announced job cuts meaning wages continue to be squeezed as companies cut costs.

Read more

Cash ISA Savings Fall By A Third

Cash ISA Savings
The amount of money being saved into Cash ISA Savings has dropped by a third, according to HMRC.

Official figures show that during the tax year of 2016 to 2017, the amount of money invested into cash ISA’s fell by just over £19.5 billion to £39.2 billion.

There was also a fall in the number of new cash ISA accounts being opened, with just over 1.6 million fewer accounts being taken out in the last financial tax year as the number fell to just over 8.5 million in total.

Read more

30 Hours Free Childcare Now Available

Free Childcare

Working parents with children aged three & four years old can now claim 30 hours of free childcare each week.

The new scheme doubles the previous childcare entitlement of 15 hours free childcare and is funded for 38 weeks to coincide with school term time.

In total, an estimated 390,000 eligible working families can save on average of £5,000 per year on childcare costs under the plans.

Read more

Why Choose us


Investment portfolio review


Cash flow modelling


Fully Independent


FCA regulated


Financial planning


Estate planning qualified


Pension transfer specialists


Occupational pension specialists


All types of mortgages


Care fee planning


Low cost fees


Corporate planning


Wealth management


Retirement planning


Inheritance tax mitigation

Not sure what's right for you? Let us help you decide.