Our Director Shane hosted a financial planning event for business owners at The Millennium Library at the Forum last month, in conjunction with the Federation of Small Businesses and the Business & Intellectual Property Centre (BIPC).
Shane discussed some saving and planning habits that can help business owners now, as well as securing a better financial future when they decide it’s time to retire and exit their business.
How we can help you:
Like most business owners, you’ve probably made sure your assets are covered against the effects of fire, theft or other unforeseen events. But what about your key employees or business partners/shareholders?
Whether you’re a sole trader or have several employees, we can help you identify who the key individuals and areas are in your business, and how to put a value on them and identify the risk to the business if the unfortunate were to happen.
Free financial health check
Our team of experienced advisors are committed to providing personalised and comprehensive financial planning services to individuals, families and business owners. We work closely with each client to understand their unique needs and goals, and develop a financial plan that is tailored to their specific situation.
Sign up for a free financial health check to start planning for your future here: https://www.brancasterhouse.co.uk/healthcheck
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