Business Financial Planning
It’s not pleasant to think about what might happen if you, a colleague or a family member gets sick or passes away – but being able to set financial issues aside at emotionally difficult times such as these cannot be overlooked. This is why it’s so important to secure the right protection insurance advice from day one.
At Clear Financial Advice in Billericay, Essex, we take a logical approach to financial protection. We’ll unearth the gaps in your existing protection policies before suggesting a realistic way to plug them, giving you complete peace of mind that if the worst should happen, your affairs will be handled quickly and sensitively.
Our advisors can help you find the following protection insurance products:
Get unrivalled support and clarity of thinking from a corporate financial planning team in Billericay, Essex that truly understands your unique challenges.
When it comes to providing financial advice for business owners, our aim is simple. We want to help ambitious individuals like you secure a more positive financial future for yourself and your loved ones, all while remaining financially resilient to internal and external change.
We can also make sure you’re making the most of your annual and lifetime allowances, and that your choice of pension is designed to help you meet your financial objectives.
We can help you arrange:
- Employee Benefits
- Key-Person Cover
- Shareholder / Partnership Protection
- Group Life / Critical Illness Cover
- Group Income Protection
- Executive Income Protection
- Group Personal Pensions
- Auto-Enrolled Pensions
- Corporate Investments
- Relevant Life Plans
- Group Private Medical Insurance
What does automatic enrolment mean to your business?
As of October 2019, every qualifying business in the UK needs to make sure they are offering a suitable workplace pension scheme to their staff. For help finding the best pension solution for yourself and for your team, or for advice on how to navigate the new auto enrolment rules, speak to Clear Financial Advice today.
Protect & grow your organisation with employee benefits
We can help you buy employee benefits directly from some of the biggest insurance companies in the UK, as well as arrange suitable protection insurance. We can also securely store all your important documents for future reference.
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Get complete peace of mind
with your very own free Financial Passport
There are many practical issues to manage when someone becomes seriously ill or passes away. Reassuringly, you can now document your family’s financial affairs in one place using our helpful Financial Passport.