Business Financial Planning

Whether you are looking to protect the future of your business or hoping to attract quality staff by enhancing your employee benefit package, our team of qualified Independent Financial Advisers can assist you with all aspects of financial solutions for your business, including Workplace Pensions.

We assist businesses of all sizes, from sole traders to SME and larger Limited Companies we have the experience and expertise to assist you.

Business Financial Planning

Whether you are looking to protect the future of your business or hoping to attract quality staff by enhancing your employee benefit package, our team of qualified Independent Financial Advisers can assist you with all aspects of financial solutions for your business, including Workplace Pensions.

We assist businesses of all sizes, from sole traders to SME and larger Limited Companies we have the experience and expertise to assist you.

Pensions

Pavey Group Financial Services has considerable expertise in helping our client’s with all retirement matters. You may need to set up an Auto-Enrolment Pension to meet your companies statutory requirements. You might wish to set up a more complex arrangement as an owner or director of the business. Alternatively you may wish to look at your preserved pensions.

Our team of experienced advisers are here to help

Pensions

Pavey Group Financial Services has considerable expertise in helping our client’s with all retirement matters. You may need to set up an Auto-Enrolment Pension to meet your companies statutory requirements. You might wish to set up a more complex arrangement as an owner or director of the business. Alternatively you may wish to look at your preserved pensions.

Our team of experienced advisers are here to help.

As you approach retirement we can help you make the choice between Drawdown or Annuity (along with your other options) so that you will have an income that suits your needs.

Key Person Insurance

All businesses have an individual, or a number of people, that are actually key to the ongoing success of the company. However, frequently little consideration is given to how the business would survive if those key people suffered serious illness or worse still, died.

Key Person insurance provides funds to help the business survive if the worst was to happen.

Key Person Insurance

All businesses have an individual, or a number of people, that are actually key to the ongoing success of the company. However, frequently little consideration is given to how the business would survive if those key people suffered serious illness or worse still, died.

Key Person insurance provides funds to help the business survive if the worst was to happen.

Shareholder Protection

In simple terms, Shareholder Protection insurance provides a lump sum on death of a shareholder. These funds allow the remaining shareholders to purchase the deceased individual’s shares. They can therefore retain ownership of the business and the family of the deceased are suitably recompensed.

As independent advisers we can choose the most suitable and competitive insurers in the market place.

Shareholder Protection

In simple terms, Shareholder Protection insurance provides a lump sum on death of a shareholder. These funds allow the remaining shareholders to purchase the deceased individual’s shares. They can therefore retain ownership of the business and the family of the deceased are suitably recompensed.

As independent advisers we can choose the most suitable and competitive insurers in the market place.

Workplace Pensions & Auto Enrolment

If you are an employer, hopefully you will already have an Auto Enrolment pension scheme in place to meet your statutory requirements. As you will know, it is now compulsory for employers to make a pension scheme accessible for their employees and the vast majority have done so. However, if you are a new start up you will need to consider your pension responsibilities.

Workplace Pensions & Auto Enrolment

If you are an employer, hopefully you will already have an Auto Enrolment pension scheme in place to meet your statutory requirements. As you will know, it is now compulsory for employers to make a pension scheme accessible for their employees and the vast majority have done so. However, if you are a new start up you will need to consider your pension responsibilities.

Employee Benefits

Offering a comprehensive employee benefits package will help your business attract quality staff. It is also key in retaining the valued individuals you already employ.

We can help employers choose a suitable selection of policies to provide for their staff.

Employee Benefits

Offering a comprehensive employee benefits package will help your business attract quality staff. It is also key in retaining the valued individuals you already employ.

We can help employers choose a suitable selection of policies to provide for their staff.

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Ready to talk?

 

Our financial advisers are here to help. To arrange an independent review, email us below or contact the team on 01803 652030.

 

Regulated by

Pavey Group Financial Services Limited is authorised and regulated by the Financial Conduct Authority Registration No. 463257. Registered in England No. 3418320. Registered address: 50 The Terrace, Torquay, TQ1 1DD.

Office

Minerva House
Orchard Way
Edginswell Park
Torquay
TQ2 7FA

Tel: 01803 652 030

IFA

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