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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Business Financial Planning & Advice

Financial planning is not just for individuals. We work with business owners to ensure that not only are they meeting their obligations as employers, but they are also maximising the planning opportunities available within the business.

Financial planning for businesses is about far more than arranging pensions and employee benefits. It involves sharing your business goals and making sure you’re in the best possible position to achieve them.

Business financial advice we can advise you on:

  • Auto Enrolment
  • Group Pension Scheme
  • Shareholder Protection
  • Key Person Cover
  • Mortgage/Loan Protection
  • Private Medical Insurance
  • Income Protection
  • Employee Benefit Plans

Some aspects of the occupational and employer schemes are regulated by the Pensions Regulator rather than the FSA.


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