Financial planning – corporate

Our expert team has the experience to quickly understand the challenges you might be facing. It means we can help you plan the best way forward whether it’s raising finance for start-ups, taking advantage of excess profits or finding the best way to fund commercial property acquisitions.

We can also help companies protect their most important asset – their people.

This includes Key Person Cover which ensures that a company is compensated for loss of profits on the death, critical illness or disability of an important employee

It also includes advice about selecting the best group policies that help protect the health – and financial status – of employees and their families.

Financial planning areas
  • Succession planning
  • Key person cover
  • Shareholder protection
  • Tax efficient remuneration
  • Group benefits for small and medium sized companies
  • Capital raising
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