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Business Financial Planning

Our advice can focus on many different areas, whether it be helping a business meet its legislative requirements, protecting the business or providing benefits for employees.


Our advice can also be directly focussed on the business owners themselves and address areas such as profit extraction or succession planning.

Fogwill & Jones Wealth Management assist business owners and directors to ensure your business is rewarded to maximum effect financially.

Our Chartered Financial Planners can assist with:

  • Investments
  • Auto-enrolment and workplace pensions
  • Directors pensions
  • Employee benefits
  • Key person protection
  • Partner/shareholder protection
  • Commercial property purchase through a SIPP or SSAS
  • Tax planning

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