Financial planning for businesses

Whether you are a company director, partner or self employed Expert Financial Solutions Ltd Chartered Financial Planners and independent financial advisers based in Witney, near Oxford, Oxfordshire will be able to help you manage your wealth or protect your business against the financial consequences of the loss of a director, partner, or key employee.

Our Expert financial planners offer advice on using business profits to save for your retirement. We can advise you on using your pension fund to purchase a property from which you can trade or simply to lease to a third party.

Alternatively your pension fund may be able to loan funds back to your business.

Our business financial planning services cover the following principle areas: -

Self employed pensions, stakeholder, personal pensions and SIPPs.
Pensions for executives and directors including SIPPs, SSAS, and member directed pensions for property purchase and loans.
Company pension schemes including group money purchase, group personal pension and group stakeholder pensions.
Employee benefits, life assurance, income protection, critical illness, medical insurance.
Key person protection.
Directors and partnership protection.
Property purchase and loans.

Read our:

Guide To Shareholder Or Partnership Protection

Guide to Key Person Insurance

September 2009

Expert Financial Solutions Ltd chartered financial planners and independent financial advisers IFA financial planners based in Witney, Oxford, Oxfordshire. We provide independent financial advice, pension advice, investment advice, retirement advice, annuity advice, SIPP advice pension drawdown advice, pension transfer advice, wealth management and pensions on divorce advice in Oxford, Oxfordshire, Gloucestershire, Buckinghamshire, Wiltshire and Berkshire, Abingdon, Banbury, Bampton, Bicester, Burford, Chipping Norton, Cheltenham, Cirencester, the Cotswolds, Henley on Thames, Kidlington, Lechlade, Oxford, Wantage, Witney and Woodstock. Pension specialists, retirement planning specialists, pension transfer specialists, pension annuities, specialist pension advisers, investment advisers, and inheritance tax IHT mitigation and trust investment. Chartered Financial Planner. Oxfordshire's only Resolution qualified and Resolution accredited IFA for pensions on divorce and financial neutral for collaborative divorce.