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.
When, like me, your investment knowledge is limited the first things you want from an IFA is someone whose honesty, experience and advice you feel you can trust. If after that you get to like them as a person who shares similar values with you, as I have and do, then the association should prove to be fruitful. I recommended Paul to both my sons when they needed mortgage advice and would not hesitate to recommend him to others.
The last adviser i had was very friendly and easy going but i felt that i made most of the decisions , Howard is also very easy to get on with but has come up with suggestions that fit with my plan.I like to feel that my advisor is listening to me and then together we can agree on the best way forward, i have found Howard very good in this respect.
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 is very down to earth so you understand what he is telling you and very honest so you know that he is telling you what is best for you and not him!
We have known Paul for approximately 6 or 7 years and have found him to be very professional and give sound advice. We have always found him to be very approachable and easy to contact with any problems or queries. Would thoroughly recommend him.
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.