Financial Planning for Businesses

Safeguard the hard work you have done

Its taken years to build your business which is why it is vitally important to ensure adequate measures are in place to protect it as much a possible.

The loss of a key person (e.g. a director or important shareholder) could be all it takes to create significant problems. At the same time, an attractive employee benefits package could make all of the difference when it comes to building and retaining a great team.

At FAS, we provide business owners with two distinct services: Director Benefits and Employee Benefits. The former helps you to arrange appropriate protection to cover the unexpected loss of key people and once that is sorted, we consider what is best for you personally. For example, we can set up and optimise effective pension schemes that are more suited to the needs of the Directors (e.g. SIPPs and SASSs).

The latter (Employee Benefits) allows you to build an attractive benefits package for your employees, encouraging their engagement and loyalty to the business you have nurtured. This might involve helping you set up a good pension scheme, for instance, or guiding you through the process of arranging Private Medical Insurance for key staff. Whatever you choose to do, we can make sure its cost effective for you and the business.

Our business planning service includes:

Director benefits

Advice on Keyman Insurance, Partnership Protection, Shareholder Protection.

Director pensions

Advice on Self Invested Personal Pensions (SIPPs), Small Self Administered Schemes (SASSs) and much more.

Employee benefits

Create an attractive package for your staff that is cost effective to the business.

Business Planning advice

By working with your trusted accountant or legal adviser, we can provide a fully comprehensive service.

About FAS

FAS is an established Kent based financial planning practice that has been serving clients across London and the South East for almost three decades. We help clients make wise decisions about their wealth and financial future by offering professional holistic advice on tax planning, retirement, investments and much more.

Find out more

Start a conversation

Your finances are a very personal, private matter, so you need a relationship with an experienced financial planner who will instil confidence and trust. That’s why we invite you to start a conversation with us. Simply get in touch via phone or via our website contact forms, to arrange a free, no-obligation financial consultation with a member of our team.

Get in touch

Financial advice and services have acted on our behalf for over 5 years and during that period they have provided us with sound recommendations on investment, pension and tax strategy. We are an established family business in which myself and my wife are joint shareholders and at this period of our business life we are looking to stabilise our business plans and maximise our pension arrangements and have found their advice trustworthy and integral to our requirements.

MD, local business

Download our guide to financial planning…

Are you on course to achieve your financial goals? Find out how to rally your pension, taxes, life insurance and more in order to progress your finances, minimise risk and grow your wealth.

    Please ensure you read and agree to our privacy policy.

    Start a conversation

    Discover how we can help you gain the clarity you need for your finances…

    It never hurts to have a conversation. Call or email us today, to arrange a free, no-commitment consultation with our team to start getting the most out of your finances.

    Get in touch

    Meet the team

    Experienced, Chartered Financial Planners in the South East…

    There is a genuine desire to help clients make the right choices, to steer them in the right direction and to provide reassurance along the way. This is what sets us apart.

    Meet the team