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Your business

Have you given much thought recently to financial planning in relation to your business? Should you take steps to:

  • ensure your business is adequately insured, for example, against loss of a key person and their expertise and contacts?
  • ensure your shareholders are protected so if one shareholder retires or dies, control of the company remains in the right hands?
  • boost the business income through investments? We can offer competitive deposit account rates, access to tax efficient investments for your company funds and advice about protecting your business assets.
  • ensure personal financial plans fit with your business goals?

Our advisers can help you to develop a thorough understanding of your personal and business needs which would result in a tailor-made plan designed to achieve your goals and objectives. We do not use standard letters or panels of product advisers when giving advice - any advice takes into account the economy, the general financial environment and your own circumstances. Please speak to one of our advisers for more information.

Horwath Clark Whitehill LLP and Horwath Clark Whitehill Financial Services Limited are regulated by the FSA. The FSA does not regulate taxation advice and may not regulate all the products and services referred to on this website.

 

Meet the specialist team

Cheltenham*
- Neil Denniss

London/Kent/Thames Valley*
- Phil Smithyes

Manchester*
- Jacob Wolf

The firms marked * are regulated by the FSA. Please note that the FSA may not regulate all the products and services referred to on this website.