"We can help you plan for the future and mitigate risk to your business"

Business Planning

Many of our existing  clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.  We have been able to provide independent financial advice to many who:

  • Wish to reduce the level of corporation tax and personal tax, that they currently pay.
  • Would like to use their pension funds to purchase commercial premises.
  • Wish to maximise company pension contributions to help fund their retirement.
  • Require support in setting up a Workplace pension scheme for their employees.
  • Have sold their company and wish to invest the proceeds to provide an ongoing income during retirement.

If you would like to know more about how we may be able to advise you, please give us a call and arrange an initial meeting.

Tax planning is not regulated by the Financial Conduct Authority.


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Our Qualifications

You should always ensure when you receive regulated investment advice that the firm you are dealing with is authorised by the FCA.

More Information

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