Business Advice
We have a team of highly qualified advisers who will work with you, your business partners and any existing professional advisers you may have (e.g. solicitors, accountants) to review your business circumstances.
We carefully consider your personal taxation position, business goals, pension arrangements and exit goals, approach to financial risk and your existing financial arrangements. Using this information we will provide a step-by-step strategy to help you achieve realistic financial ambitions within agreed timeframes.
We are fiercely proud of our independent status, meaning we advise on products and services from the whole of the market, providing you with unbiased and unrestricted advice and recommendations based on a comprehensive and fair analysis of the market.
Areas of financial planning Westerby can advise businesses on include:
Protection
- Keyperson Protection
- Shareholder Protection
- Group arrangements for Life Assurance
- Critical Illness Cover
- Income Protection and Private Medical Insurance
Pensions
- Compliance with auto-enrolment legislation and design of pension schemes
- Specialist pension planning for owner/manager businesses and key employees
- Small Self-Administered Schemes (SSAS) & Self-Invested Personal Pensions (SIPP)
Investments
- Private portfolio management
- Lump-sum and regular saving investments
- Trusts
- Tax mitigation
If you would like to find out more about how we could help you and your business, please contact us to find out more.
