Financial Advice for Businesses

We can provide your business with professional financial advice to help plan for the future and meet your financial goals and objectives

If you need financial advice for your business, our experienced team of advisers can help you with a wide range of products and services. Contact us to discuss your requirements, and you can then decide whether or not an initial discovery meeting will be beneficial for your business.

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What financial advice does your business need?

For your business to meet its financial goals, it needs clear and simple objectives, with the flexibility to react to unexpected opportunities and risks. You have a greater chance of achieving that when you carry out a detailed analysis of your financial circumstances and future plans.

Your business is unique, and the financial planning process can be daunting, but our advisers can help you break it down in to manageable, achievable goals. Then they can help you arrange the financial products and services you need in order to meet those goals, and ensure that you are tax-efficient and making good use of any available allowances.

Which financial products and services might your business need?

This will depend on the nature of your business and your future goals, which is why the initial fact-find is so important to uncover these goals. Once we know your goals and objectives, we can help you with a wide range of services including the following:

  • Investment Advice – this can help you to be tax efficient and make the best use of retained profits or funds set aside for future capital expenditure.
  • Workplace Pensions – we can help you arrange pension schemes for your employees, which comply with new Auto Enrolment legislation.
  • Business Protection – if your business is highly vulnerable to the loss of key individuals or shareholders, we can arrange Key Man Insurance or Shareholder Protection.
  • Employee Benefits – benefits such as Group Life Insurance (sometimes known as ‘Death in Service’ cover), Private Medical Insurance and Health Cash Plans can be a very cost-effective way of helping you attract and retain good quality staff.

If your directors and senior managers need personal financial advice, we’ll also be happy to discuss their circumstances and explain the financial advice we offer to private individuals.

How can JM Glendinning help your business plan for the future?

Our experienced team of advisers offer impartial financial planning advice for businesses and can offer a wide range of products and services. Since 1987 we’ve helped businesses to meet their financial goals and objectives and have many testimonials from satisfied customers.

Contact us for more information

If you have any questions, or would like to know more, call us on 01943 876631 or contact us through the website and we’ll be happy to help.

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