Our approach to business financial planning is pragmatic and straight-forward. Our aim is simple. To help business owners secure a positive financial future, whilst reducing vulnerability to both external and internal change.
Working as a trusted partner, we are relied upon by clients to help them understand existing challenges and prepare for those that may lie ahead.
Drawing on 40 years of combined experience to provide seasoned support, clarity of thinking and a solution suited to the evolving needs of your business.
Workplace Pensions: Automatic Enrolment
October 2019 is the deadline for automatic enrolment. This means you must set up a workplace pension scheme, if you don’t already offer one. Alternatively, take steps to ensure that your existing scheme meets the new automatic enrolment rules.
We can help
Protect & grow your business
Employee benefits are a great way to grow your business, whilst also protecting it. Our Employee Benefits portal is a place where small businesses can buy employee benefits direct from some of the biggest insurance companies in the UK. You can save your search, or buy your employee benefit policy straight away. You can also arrange business protection to help safeguard the future of your business, and securely store all employee benefit documentation.
Paul provided impartial, honest and considered advice after listening and considering my needs. His advice proved to be accurate, but most importantly he responded when he said he would and did what he said he would do! This is a basic thing – but not often carried out! I would have no hesitation in recommending Paul in the future.
I initially spoke to Howard in 2011 regarding some funds we had sitting in a savings account earning little or no interest. As my knowledge of investments was limited Howard explained everything clearly so I totally understood where and why it would be a good idea to invest my money in certain areas. He gave us variousWe were told what the costs were in total prior to signing any paperwork so that we knew exactly what we were paying for.Since then I have used the services of Howard Bullock on several occasions and would have no hesitation in recommending him and already have done.
Paul has proved to be approachable, responsive and willing to go the extra mile. These are difficult times to find a decent return on savings and investments and my final judgement of Paul will be based on the return we receive over a period of 3 to 5 years. From my dealings with Paul I have formed a positive view of his ability and I would be happy to recommend him to others. His patience and tolerance of my many uninformed questions has been greatly appreciated.
Paul is very easy to talk to,most helpful and always ready to explain fully and queries. I have always been more than pleaseed with his service to me.
Howard Bullock, explains the whole process in a language I understand without using too much jargon. He is completely transparent when it comes to charges for the work they do. He is super efficient and paperwork is completed immediately and should I have a query I just email and I am met with an answer straight away.
Paul has been our financial adviser for many years and has helped us with general investments and pension provision. We have always found him to be approachable, trustworthy and reliable. He understands our attitude to risk and our need to be cautious investors and has explained thoroughly and in simple terms any possible changes that might affect us. He keeps us regularly updated with our investments and is always available to give us advice on any other financial problems which may occur. We would not hesitate to recommend him to others.