And for businesses?

We help businesses in three main ways:

Firstly, we specialise in providing advice to entrepreneurs and business directors. We understand the unique needs of an entrepreneur or business director. In particular, we understand how their personal finances and their companies are interlinked and how advice in this area helps both them, and their business.

Secondly, we advise companies directly on corporate investments, director and key-person risk, as well as the formation of group pensions. 

Finally, we provide financial and pension advice to employees with the aim of improving their financial wellbeing, but also the employer-employee relationship. 

Being part of Openwork also means we can provide you with access to specialists in business financial planning, including solutions for financing.

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

When it comes to finances, we understand that trust is key:
  • Initial consultation at our expense
  • Part of Openwork, one of the UK's largest financial advice networks.
  • FCA regulated advice
  • Transparent process and costs, at all stages