Professional advice in all matters is essential but particularly so when financial planning for businesses is required, given the complexity and often bewildering choices available. Solving a client’s legal problem may only be part of the solution if there are also financial considerations, for example company or partnership protection, retirement planning and staff benefits packages.
In response to many requests from owner managed businesses and private clients we offer our own independent in-house financial planning advice authorised directly by the Financial Services Authority. This compliments our other areas of work offering cost effective advice that helps to improve the efficiency of your business whilst establishing frameworks that will help to build and protect personal wealth. We believe we are unique in offering this service.
Our financial service for business includes:
Protecting the company or partnership
What would be the financial cost to the business if a key member of the management team were to die or become incapacitated? Who would buy the shares and who would continue to run the business in the event of the death, or serious disability, of a shareholding director or partner?
Retirement planning
- Investment advice after selling the business;
- Taking maximum advantage of the new rules to increase personal assets from company profits
- Ensuring flexibility in controlling your finances following retirement
Staff benefits
Staff benefits are an important part of attracting and retaining key staff. We can advise on a wide range of benefits for your business and its staff.
Our approach
As independent advisors we are not tied to any one provider and will research the market to find the most appropriate solutions for your individual needs.
Whilst our client’s needs vary, our approach is always the same – plain speaking and tailor made solutions to suit individual businesses and their owners.
Our advisors
Our advisors are experienced and highly qualified. They are particularly experienced at working with owner managed businesses and clients with complex financial situations.
Contact our financial services team
You can contact our financial services team by phoning 0118 951 6800
To take a look at our financial services for individuals click here
Blandy & Blandy is authorised and regulated by the Financial Services Authority
