A business owner

Running your own business is great, but you rarely have time to address other factors. Again, we know this all too well! But being a business owner means there is no employer to look after your insurance or pension arrangements.

We have a wealth of experience advising businesses of all sizes.

For large businesses, we work closely with directors or HR departments, to ensure you and your employees are well-protected and understand their pensions. We run pension surgeries, where staff can speak to a highly qualified IFA about their pensions, releasing some of the burden on HR departments. We’ll also discuss corporate investment strategies where appropriate.

For small business owners and sole traders, we’ll work closely with you to ensure you and your business are well-protected should the worst happen & we can begin conversations around saving for your own retirement and your employees.