Business Planning built around you. Running a business can be hard work, but it can also be rewarding – personally and financially. With advice from our expert team to help your finances run smoothly in the background, you can focus on what matters most.
In simple terms
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 Citywide Financial Partners 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.
- 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.