Wilmslow Corporate Financial Planning

Wilmslow Corporate Financial Planning
  • If you lost a key member of your corporate team could your business survive?
  • What would be the implications in the short and longer term?
  • What resources are in place to make sure sales are still generated?
  • How would contracts continue to be won or renewed?
  • Would you have enough resources to recover from this blow?
  • Could you even continue to trade at all?
  • How would you effectively recruit a new key player?

These are difficult questions to answer. There is no wonder that many businesses have never given any consideration to them. Just think how much easier it would be if you had a plan in place. We can help you to develop a Wilmslow corporate financial planning plan.

Wilmslow Business Financial Planning

Wilmslow Business Financial Planning

Our Wilmslow corporate financial planning advisers are here to advise you on business protection solutions, such as:

  • Protection for your business if a key player or major shareholder falls ill or dies
  • Private health insurance for employees
  • Commercial insurance products
  • Shareholder protection agreements

We help our clients build a business exit strategy. Such a strategy helps them to put retirement plans in place by increasing the net asset value of the business to the price they need to achieve.

We can help with:

  • Business property
  • Entrepreneur relief.
  • Investing business profits effectively.
  • Financial planning for redundancy.
  • Workplace pensions advice
Corporate Financial Planning Wilmslow

Corporate Financial Planning Wilmslow

Stop guessing about your financial future and begin to put a proper plan in place. We can help you see how your personal income and assets will help you live the life you want when you retire. Take away the stress about your financial future.

Your initial one-hour Wilmslow corporate financial planning review session with our Wilmslow IFA team is completely FREE, and there are no obligations. Speak to one of our Wilmslow retirement planning and Wilmslow financial planning specialists today on 01625 839511.

Understanding your retirement income needs just got a lot easier

The Pensions and Lifetime Savings Association (PLSA) recently published its new ‘retirement living standards’ which aim to give people a clearer idea of how much money they will need in retirement.

The standards, which include three different levels of living, are based on goods and services, ranging from holidays to food and gifts.   It is hoped that these guidelines will change the way people think about their retirement savings.

So what kind of lifestyles do the standards describe?  Well for those living outside of London, there are three levels of affordable lifestyle:

Minimum income: 

The level of income needed for the minimum would  be £10,200 for a single person and £15,700 for a couple.  Under this minimum lifestyle you would be able to get a £38 weekly food shop and a holiday in the UK but you wouldn’t be able to own or run a car!

Moderate income:

If you wanted to have a car (replaced every 10 years) and an annual 2-week holiday in Europe, you would need an income of £20,200 per year for a single person or £29,100 for a couple.

Comfortable income:

The final, more comfortable lifestyle outlined would require an income of £33,000 for a single person or £47,500 for a couple.  This would allow you a few more luxuries including three weeks in Europe per year, a replacement car every five years and a £56 weekly food shop.

Planning your retirement is a huge decision, so these standards are a good guideline to help you make decisions about your future today.  If you still have questions, or you want advice on how to achieve your desired level of income in retirement, then book a free retirement planning consultation with one of our advisers.  Call us on: 01925 396 122 for a FREE review today.

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What Can Financial Advice Really Do For Your Life?

Almost 60% of people in the UK say they would benefit from regular financial advice.

Almost 60% of people in the UK say they would benefit from regular financial advice.

As the need for financial advice continues to grow, the country needs more financial advisers to meet demand.

Are you in the 33% of people who admit to a lack of confidence in money matters? Or do you worry that you don’t know enough about money and your finances? The stats show you’re not alone.

Younger people are now seeking advice to improve their financial situations. Retirement planning is happening a lot sooner. And people aim to retire early and are encouraged to do those bucket list items before they retire.

What’s Stopping Some People Seeking Financial Advice?

More people across the UK are realising they need expert help when it comes to protecting wealth for their families. Choosing a financial adviser can be an intimidating process.

That’s why it is important financial advisors are transparent and make things easy to understand.

Just as you trust a dentist to take care of your dental health, you trust in a financial advisor to take care of your financial health. Like choosing a dentist, choosing a financial adviser can feel like a daunting job. So when making a decision, choose a financial advisor you know will make things clear from the offset. 

As you’d expect from Assured Wealth, we make you feel at ease from the start, whatever your knowledge level. We encourage customers to be confident that we’re the right fit for them. And that’s why our initial consultation is always free.

Get In Touch

Whatever your financial situation, Assured Wealth is here to educate and deliver financial advice in a way you’ll understand it. To set up a free consultation, call 01925 396 122 or get in touch via our contact us page.

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When can I sell my business?

At what age can I stop working and retire for good?

Building your business has been hard work. But what is it all for? After all, you only get one life, so why not start to live it today!

Will the value you receive for your business allow you to live out your retirement dreams for you and your family? How much do you need to retire on? How old will you be when you exit your business? Will retiring at age 65 for example, allow you enough time to do everything you want to do in life?

These are all challenging questions, with answers that seem a mystery right now. Without expert advice, it’s normal to feel unsure if you’re heading in the right direction to an great retirement.

How To Successfully Sell up and Retire Early

Sitting down with an Independent Financial Planner, you’ll find out how to retire earlier from your business. We will ask you some thought-provoking questions. They’re usually questions you’ve never really sat down to think about. It’s those things you dream of doing when you retire, those all-important bucket list items that remain on your to-do list! Things like how often you want to go on holiday and to where, how you may want to support your children (Education, new home deposit or first car), or what big purchases you want to make in the future for yourself (houses, holiday homes, final home move, new cars etc).

After sharing your dreams and desires with us, we’ll be able to put a monetary figure against them. Treat us as your retirement calculator. We do the maths and create a highly detailed financial plan that works for you. It will include what value you need to sell your business for so you can live the lifestyle you deserve, and that you’ve been dreaming of. After all, no one wants to run out of money early, or sit back and do nothing fearing that they will run out of money in later life.

You owe it to yourself to get a detailed personal financial plan. After all you have been planning for your business for years. Don’t drift into selling your business, take control, now how much you need to sell it for and why.

Get In Touch

Assured Wealth will provide you with a detailed plan, so you know how soon you can sell your business and how much you need it to sell for. And after, you will have a clear vision of your roadmap until your 100 years old. 

Bring clarity and direction to your exit strategy today. Call Assured Wealth on: 01925 396 122 today, to book a FREE review.

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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

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