Financial Advice For Entrepreneurs
Investments
Discretionary fund management for discerning investors, maximising tax efficiency
Business Pension Scheme Advice
Integrating auto-enrolment pensions schemes
Venture Capital Trusts
Enterprise Investment Schemes
Keyman Assurance
Imagine you lose your Managing Director; what would you do?
Protect your business in the event that a key individual, shareholder or director becomes critically ill or dies. Keyman Assurance will provide you with the financial wherewithal to re-recruit, train and/or finance the post until your worker returns, or you find a replacement.
Partnership Protection
Protect the business partner’s beneficiaries
Share Protection
Ensure the correct passage of share ownership, should the worst happen
Our Clients Say
Steve has a great understanding of all aspects of the financial industry and the economic environment in which he operates and is extremely skilled at explaining in layman’s terms the nuances behind the products he has found for us which best serve our needs. It is refreshing to deal with someone who is not driven by sales of particular investments. Simon and Sarah Gibbs