Corporate Financial Planning Advice
We Provide Business owners with corporate financial planning advice in addition to looking after their own financial affairs.
We work in conjunction with other professional advisers that assist our clients businesses, including accountants and Solicitors in Newport, Cardiff and South Wales.
We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.
Please contact us for advice on Business Protection including, Keyman Assurance and Shareholder Protection, Loan Protection and Death in Service schemes. We can help you to set up arrangements to protect yourself, your key people, your employees and your business.
We also have links to commercial insurance brokers, accountants and solicitors to offer you and your business a complete package of business services.
The demand on an employer’s time and the cost implications of meeting the new requirements will need careful planning. The auto-enrollment requirements i.e. ensuring each member of staff joins or opts-out of the scheme will be onerous.
The rules are complicated and in addition if you fail to comply with these rules it can be deemed to be a criminal offence. Here at Sweetland Associates we can discuss the options available and tailor a scheme to meet your individual requirements. Even if you already have a scheme in place a review will establish whether it is fit for purpose and meets the new regulatory requirements.
If you require more information in Newport, Cardiff and South Wales then please call us on 01633 246246 or use our contact form.
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