• PROTECTING YOUR BUSINESS FINANCES

  • REAP THE REWARDS OF YOUR HARD WORK

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BUSINESS FINANCIAL PLANNING

We’re a team of highly-qualified Lifestyle Financial Planners and are business owners ourselves. Together we will determine what you want from your business and how to achieve it in the most beneficial way, removing any worry you may feel about corporate financial planning and instilling you with the confidence to make the best decisions for your future.

Looking to take money from your business more tax-efficiently?

Want to purchase a commercial property with your pension fund?

Unsure how to create a succession plan to ensure your business longevity and success?

Keen to maximise the sale value and reduce the tax owed on your business?

Need guidance on the benefits, freedoms and allowances available to you?

BUSINESS FINANCIAL PLANNING

RETIREMENT PLANNING

FINANCIAL PROTECTION

YOU FOCUS ON YOUR BUSINESS. WE’LL LOOK AFTER THE FINANCES.

PROTECTING YOUR BUSINESS

We can’t stress enough the importance of making sure you have sufficient business insurance protection to cover you in the case of an unforeseen issue. The appropriate protection for illness, death or retirement will be put firmly in place so that your business can continue to operate, whatever the circumstances.

BUSINESS FINANCIAL FORECASTING

Knowing what your finances are likely to look like makes it far easier to plan for the future. Using sophisticated financial forecasting software, we analyse your combined personal and business wealth along with any assets and expenditure to project how your finances are likely to look in the future and whether they are going to last.

If there are a number of possible future scenarios for your business, we can programme simulate different outcomes to understand the impact they would have on your finances. This way you can establish whether the future you are hoping for is on track. If it is, we’ll ensure it stays that way. If it isn’t, we will create a plan to help you get there.

Business financial advice:

HOW CAN WE USE YOUR BUSINESS TO HELP MEET YOUR LONG-TERM PERSONAL ASPIRATIONS?

HERE’S WHAT WE’LL DO:

  • Before anything else, we will take the time to get to know you as a person, building a genuine relationship based on trust, confidence and mutual understanding
  • Our business financial adviser will get to really understand your business on both a personal and financial level. What does your business mean to you? How does running it affect your current lifestyle?
  • Together we will take an honest, judgement-free look at the challenges you face now and those might face in the future – once we understand them, we can work to overcome them
  • We will then put together a cashflow plan to make sense of your financial situation, and look at that life events might impact you in the future
  • This will enable us to create your master lifestyle financial plan, which will offer solutions to any obstacles and clear strategies to achieve your long-term and short-term goals
  • Once you are happy with our recommendations and the plan is in its master version, we will look to implement it and set up the financial products we have recommended to meet your life goals
  • Life is changeable, but we will have entered an ongoing relationship of trust. We will regularly review your life plan, guiding you every step of the way so you have the confidence in it moving forward.

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    The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Global Financial Ltd is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. Details can be found at www.fsa.gov.uk under reference number 506634. Global Financial Ltd is registered in England, no. 00922704.

    The Financial Ombudsman Service (FOS) is available to handle individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk