Corporate Financial Services

We also provide financial advice to businesses and their owners. The volume of legislation covering businesses has never been greater and as a consequence the time you spend on such matters, can seem counter-productive.  Let us help you with one or more of the following issues, leaving you more time to actually run your business.

…I trust Mark implicitly and would highly recommend him as an IFA.”
Peter Sleigh, Sleigh & Story Accountants, Brighouse.

  • Company pension schemes.
  • Auto enrolment (the new type of work based pension scheme, being rolled out from October 2012).
  • Employee benefits, including savings schemes and life insurance.
  • Key man Insurance and Shareholder protection (to protect your key personnel and business).

“As a firm of accountants it is vital to us to have a good relationship with an IFA.  Mark looks after many of our clients. We have been very impressed by the way he goes about his business. He acts at all times with honesty & integrity putting the client first and looking to build long term relationships. He is also very reliable and conscientious.

To conclude I trust Mark implicitly and would highly recommend him as an IFA.”

Peter Sleigh, Sleigh & Story Accountants, Brighouse.

Top 10 reasons to use an IFA

  • Business protection
    My business needs protecting should anything happen to key employees.

  • Buy to let mortgage
    I’m looking at a second property as an investment.

  • House purchase
    I need mortgage advice.

  • Investments
    I wish to maximize tax efficiency.

  • Inheritance tax
    I wish to look at ways in which I could save tax.

  • Portfolio investment advice – I’m not getting the level of service I need on my existing investments.

  • Investment income – I need to provide additional income.

  • Pension advice – I wish to build up a fund to produce income, when I retire.

  • Retirement advice – I wish to make the most of my pension funds as I’m retiring.

  • Guaranteed investments – I have money in the bank, but would prefer not to take risks.