One Life Financial Planning Limited | Independent Financial Advisers

Financial Planning Ltd

Independent Financial Advisers

01656 785700

Business Clients

A Business, whether it be a Sole Trader, Partnership, Limited Company or PLC requires specialist financial advice to address it's own distinctive needs, coupled with the needs of the business owners/operators and employees.

We liaise closely with the accountants and legal advisers to the business so as to ensure that our understanding of the situation moving forward is such that our advice serves only to enhance the financial wellbeing of the business. Accurate risk assessment, and a thorough knowledge of the ever changing market and legislation issues allow us to identify the most cost effective and workable solutions, whilst at the same time empowering the business through "proactive" advice. We firmly believe that our relationships with our clients are based upon the "two way street" principle; we always ensure that our clients are kept in the picture. Equally we do ask that they extend the same courtesy to us. This allows us to update all records and if need be take action on the client's behalf, possibly preventing or minimising adverse financial impact to the business.

Shareholder Protection

Partnership Protection

Key Person Assurance

Pensions - SIPP / SSAS / Group

Employee Benefit Packages

Death In Service Benefit

Private Medical Insurance

Company Investments