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

Email us on info@sbfinancial.co.uk Call us on 01296 641 868Use our Contact Form