Financial Planning for Businesses
Financial Planning for businesses and owners
At One Four Nine Wealth, we provide financial planning services for businesses and owners, including Shareholder and Keyperson insurances.
In addition to looking after personal financial affairs, we will work in conjunction with other professionals, including accountants and solicitors, to ensure a coordinated approach and to be a single point of call for all your financial requirements. There are a range of areas in which we can assist; our methodology is simple, clear and concise to help in the key areas listed in the table below.
Protecting the Business
Protecting the business against the loss of profits that may arise as a result of the death or disability of its key individuals
Providing Staff Benefits
Providing pension, employee benefit and incentive packages for staff, which may vary depending on their seniority
Managing Excess Reserves
The efficient management of any excess reserves the business may have built up, either by way of cash management or inappropriate investment markets
Trading Premises
The positioning of any owned trading premises, which may be owned collectively or via pension funds
Succession Planning
Succession planning arrangements for the business, to ensure that an efficient transfer of ownership can take place in the event of a death, serious illness or long-term incapacity
Setting up a Business
Guiding individuals through the process of setting up a new business and becoming self-employed, assisting with the initial planning and various areas involved in the process
Often the needs of the business and its owners are inter-linked. Our team are committed to considering all of the elements at play to arrive at the best solution for our clients.
One Four Nine Wealth
Commercial property
When business is going well and you’re looking to expand and move into a bigger space, there are different ways to fund a commercial property.
Speaking to a financial planner who specialises in helping businesses can make all the difference. Listen to Liam Bray, Financial Planner for One Four Nine Wealth (Nottingham), walk us through how you can use a pension scheme to help fund the purchase of a commercial property.
Working with our Planners
Our expert team can work with you to put robust financial planning in place for you, your employees and your business to ensure optimal operating efficiency. Get in touch with us today.
Useful Guides
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Guide to Financial Planning for Business Owners
As a business owner or company director, financial planning goes beyond the success and growth of your business—it’s also about ensuring your personal financial security and preparing for your future. Navigating this complex financial landscape requires a tailored approach that considers your individual needs and business objectives. This guide delves into the key components of financial planning,
