Corporate financial planning

As experienced corporate financial planners, we are well-placed to help business owners establish and build a robust financial strategy for the future.

Our corporate financial services include:

• Profit extraction for business owners
• Group pensions and auto-enrolment
• Individual pension planning
• Shareholder, key person and employee protection
• Company structure risk assessment and advice
• Financial wellbeing sessions

Employee benefits

Good employees are worth their weight in gold. We can help you encourage them, protect them and retain them with an attractive package of employee benefits, including:

• Private medical insurance
• Death in Service protection
• Income protection / Sickness benefits
• Employee personal financial planning
• Employee financial education

Personal financial planning

As a busy business owner, you will undoubtedly be spinning many plates. But that can mean finding the time to plan your own personal finances comes a long way down the list of priorities.

We will help you plan for the future in a holistic way that encompasses both your plans for your business and your personal objectives and ambitions. By working in this way, we can be sure that your money is working for you in just the right way, giving you confidence that your future is in safe hands and being taken care of.

And when the time is right, we’ll help you with your succession and estate planning too, so that you can feel assured your legacy and your family’s financial futures will be looked after too.

Investing your wealth

Libertas Wealth Management has established a six-stage wealth management investment process to deliver independent investment advice to our clients. Our experienced, highly qualified advisers will work with you to understand the level of risk you are comfortable with, and to ensure that you understand the investments we are recommending as part of your overall plan to attain your financial goals.

Through our robust investment selection process, we’re able to provide access to a variety of investment portfolios managed for us by carefully selected Discretionary Fund Management teams. The companies that we entrust are regularly monitored to ensure that they meet our high standards and are still fulfilling our clients’ requirements.

Creating exit strategies

When you decide the time is right to sell your business, we will be on hand to help you work out your next steps. Whether that’s moving on to a new venture, retaining an interest in the company or retiring completely, you will need to give considerable thought to how best to proceed in order to ensure you can achieve the lifestyle you desire and the income you need going forward.

Our expert planners will talk you through your options and the merits and challenges of each, allowing you to take decisions about your future with confidence. We can help you place your financial decisions in the context of your wider life goals and create plan that is tailored around you and your personal ambitions. Our aim, in everything we do, is to enable you to gain financial security and control over your future.