As a business owner the need is not just to be working in the business, but on it. Even more to be working to both nurture and protect it. Whilst planning for growth it’s wise at the same time to plan for disaster. Owning a business brings with it a very different set of financial opportunities and imperatives. Financial planning for a business owner can look very different to that of the employees.
At Aspirations IFA much of what we do is wrapped up in making and protecting investments, recognising that a business is a major investment in itself, and as such a vehicle for a business owner’s life plan. With this in mind we offer business clients a service tailored to meet and manage your specific financial planning needs.
Our service includes:
- Auto Enrolment advice / establishing a Workplace Pension Scheme
- Key person insurance
- Protection for Shareholders
- Protection for loans
- Succession and Exit planning
- Planning for retirement
- Advice on pension fund(s) use to support business activities i.e. purchase of a commercial property or a pension fund loan to help with cash flow.
For more information or a preliminary meeting you can reach us on 01454 501 959, or if you would prefer us to ring you, use the contact form and we’ll get back to you.