Business Clients

Your Corporate Financial Focus™

Your Corporate Financial Focus^™ is our comprehensive offering for business owners, which addresses the seven key problems that in our experience are most commonly encountered by small to medium-sized (SME) organisations.

However, it should be noted that all our solutions are modular and can be undertaken in isolation. Business owners would also normally enjoy the benefits listed under Your Financial Focus^™ in addition to corporate services, as this enables complete clarity, understanding and confidence for both their business and their personal lives.

Our priority is to add value to any client situation. As long as we are able to do this we do not impose strict criteria of what a client must ‘look’ like before we are prepared to engage them. What we have learned though is that we are able to bring maximum benefit in multiple ways to corporate clients.

The value of your investments can go down as well as up, so you could get back less than you invested.

Typical Business Owner Profile

Owner of a successful small or medium-sized business
Approximate Company valuation between £1m and £33m
Annual net profits generally in excess of £250,000
Opportunities for further Company development
Under pressure from competing demands on time and resources
Business decisions are heavily influenced by cash flow availability
Concern about the efficiency of current tax arrangements
No clear or robust exit strategy

We address the key financial planning challenges that, in our experience, are most commonly encountered by business owners like you.

We explain each stage, which can form part of a comprehensive process or be undertaken in isolation, in more detail.

Your Corporate Overview™
Your Corporate Financial Arrangements Overview™
Your Cash Management Focus™
Your Corporate Protection Focus™
Your Corporate Retirement Focus™
Your Corporate Investment Focus™
Your Corporate Lending Focus™

The Financial Conduct Authority does not regulate tax planning.