Businesses are faced with many hidden dangers, we can help avoid them.
We’ll get to know your company inside and out, taking the time to understanding the unique risks and challenges you face. From ensuring that profits are drawn in the most tax-efficient manner, to ensuring that the interests of the business are protected in the event of the death or incapacity of a key member of staff – we can help.
We work alongside trusted professionals that we’ve built relationships with over many years. Whether it’s an accountant, a solicitor or even an insurance broker, we have a partner we trust and this means you can too.
Your staff makes your business work and if they are key to the success of your business then they are a valuable asset. One question, what would it cost your business if they were to suddenly die?
Losing a major shareholder or partner can cause serious problems, not only within the business.
If you're a company director and you have life insurance in place to protect your family, you could be paying more tax than you need to. We can provide a full review of your existing policies to ensure the most appropriate structure and benefit.
I first had involvement with the team when my colleague (Company Financial Director) decided to change our company Pension / Financial Advisers in 2005. I met with an adviser and at the time and as I was retiring in 12 months I had some concerns about a new company and what advice I would receive. The adviser was able to explain what he and his associates thought would be the most beneficial. I am delighted that they have now started up there own organisation Ernest Grant and look forward to a long and prosperous relationship with the team.