Corporate Financial Planning
WFI Financial LLP provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.
WFI 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.
Deciding on the best benefit strategy for our clients' businesses is also another integral part of
building a successful company. We ensure that our business clients are able to continue to meet
the challenges of a competitive business environment and ensure they are adequately protected.
It could simply be a case of reviewing, strengthening or streamlining your existing requirements, or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with WFI means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
When advising companies and sole traders, there are many aspects of the business that we take into consideration:
Corporate Financial Planning Advice
- Corporate financial health check**
- Executive and directors pension planning
- Business assurance protection
- Employee benefits
- Commercial property investment**
- Corporation tax mitigation*
- Planning for the sale of business or retirement*
* These services will be referred to a third party
**ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY