BUSINESS PLANNING SOLUTIONS
You work hard on your business. Let us help you grow and protect it.
Business planning is important. As a business owner it can be hard to plan for your own future. That’s where we can help, by getting you to think about exit strategies and planning for a time when you would like to be financially independent of your business.
- Financial forecasting
- Tax-efficient remuneration strategies
- Exit planning
In addition we can also guide you on ensuring your business would survive should something happen to you or a key employee. Ask yourself what would happen if you, a business partner or key member of staff died or suffered a serious illness. Will the business be able to continue to trade? Where will the shares end up? We offer independent advice on a range of business protection solutions.
- Business protection
- Key person protection
- Shareholder protection
- Relevant life insurance
It’s harder and more costly to recruit good staff than it is to retain them. We can help you to create staff benefit solutions or just ensure you’re getting a good deal from your current insurer.
- Auto-enrolment and pension benefits
- Group death in service benefits
- Group critical illness and income protection schemes
- Private healthcare
Please contact us for a no-obligation chat to see if we can help.
LET US BE YOUR GUIDE…
ETHICAL INVESTING
An area we feel passionate about is offering expert advice in the area of ethical investing, or Socially Responsible Investing (SRI). We place your unique beliefs and values at the core of our planning.
MORTGAGE ADVICE
Finding the right mortgage is more than just obtaining the best rate, it’s about making sure every element of the mortgage suits your personal circumstances.
MEET THE TEAM
We are a dedicated team of financial professionals that will put you firmly at the centre of everything we do which enables us to run a genuinely client-focused business.
Latest News
We’re an Associate Firm of the Society of Mortgage Professionals8th June 2021 - 12:19 pmCo-Navigate is now an Associate Firm with the Society of Mortgage Professionals, we are delighted to announce. And we are equally excited that Director and Mortgage and Protection Adviser Lyndsey […]