For the business owner, your personal
financial well being will be inextricably linked with
the fortunes of your business. Personal financial planning
in isolation would be a meaningless exercise unless
you incorporate financial planning for your business.
At Charter, we have specialised in this field for
twenty five years and have built up a reputation for
excellence which is endorsed by the fact that many
of our corporate clients have been introduced to us
by their other professional advisers, in particular
their accountants.
We can help you determine where your business is today,
what has to have happened in the forthcoming years
for you to be happy with its progress and can put forward
suggestions as to how best to achieve this.
Business owners have a unique opportunity to control
their own future and as business owners ourselves,
the partners of Charter Financial Planning are ideally
placed to understand these opportunities and to identify
the problems confronting our corporate clients.
We are able to offer expert advice in areas of financial
planning, including:
- For limited company directors -
- Directors’ pension arrangements - including
Small Self Administered Scheme, loan back to the
company, owning your company’s property within
a tax free fund – A Day newsletter
- Pre-retirement planning, including Phased Retirement
and Income Drawdown – Retirement
Options
- Business interruption insurances - you’ve
insured the desk but what about the man or woman
who sits behind it
- Share purchase arrangements and company wills
- For partners and the self employed -
- Pension planning including Self Invested Personal
Pensions, holding partnership property within your
pension fund – A Day newsletter
- Pre-retirement planning, including Phased Retirement
and Income Drawdown – Retirement
Options
- Business interruption insurances
- Partnership assurance
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