Business Financial Planning

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

FREE Financial Wellbeing Clinic 

Are you feeling overwhelmed by your finances? Do you think things are going well, but would like reassurance? Have things changed recently and you need to adapt? Whatever situation you are in, we’re here to guide you through your personal and business finances, so you can feel in control. 

Get in touch below to request a free financial wellbeing clinic and speak to an expert in the familiar surroundings of your office, or a coffee shop if you would prefer. 

Our advisors will provide you with guidance surrounding the current financial landscape and help you, and your business, build financial resilience for the future. 

For more information, please get in touch, or request a clinic session. When you do, you will gain control over your finances by understanding how best to manage your money in today’s financial climate.