Business class

Your job: taking your business from strength to strength. Ours: having your back while you do it.

Sage advice for every stage

From launching a new business to handing over the reins, we’re here for the financial heavy lifting. You’ll have a dedicated adviser backed by a team who can help with everything from essential insurance to company pensions. 

Protect your partnerships

You made your great business idea a reality. But what happens if you lose a vital member of your team, or can’t work yourself? Key person cover means that your business won’t just survive – it can thrive.

Get retirement-ready

Don’t leave it to the last minute. Take advantage of our expert financial advice to future-proof your business and smoothly pass the baton to the next generation.

Support across the board

Whether it’s tax, insurance, directors or employee pensions, or even how to plan an exit strategy, draw on your dedicated adviser and team to keep your business fighting fit.

Not sure if you need financial planning? Ask yourself these questions:

Am I spotting every opportunity?

Even experienced entrepreneurs benefit from an objective, analytical view of the landscape. Financial planners can show you where you could rein in risk, adjust your spending, or go after investment opportunities.

Can I see what’s coming?

No-one has a crystal ball, but our chartered firm can map out a path that accounts for shifts you might not see coming. While you free up time and focus on taking care of business as usual.

Is there a major change ahead?

Take retirement. Many business owners discover that handing over their hard-won assets to the next generation is far more expensive and complex without proper advice.

If you want answers to these questions, our team will be happy to help

Corporate services

Your business can do more than just reach its potential. Here’s how we help you discover new heights and achieve more than you ever thought possible.