Planning for business owners | Clear Solutions

Planning for business owners

Business owners can have complex issues to resolve, as they balance the wellbeing of the company and its staff now, and their plans for the longer term.

Our approach is to devise a judicious mix of protection now, and longer term benefits.

Services for business owners

Many of the companies that we work with accumulate more cash than they need in the business, and do very little with it. In these circumstances we would recommend a cash management programme, which can add valuable revenues, even in these days of low interest rates.

It is also likely that your greatest asset is your staff…and yourself. We will ensure that the right protection is in place on all the key people. And then there are the pensions, and other flexible benefits that both attract and keep staff. We also make sure that your own pension is optimised through the company, and also minimises your tax bills.

And then in the longer term, we work with companies to protect their legacy. This is not just the hard assets of the business, but also the value that is in your intellectual property and reputation.

In all of these plans we work alongside your existing professional advisers, to reach the best solutions for you.

Is your current investment strategy reaping the right level of returns? Are you interested in diversifying your portfolio?

For an investments review, please get in touch today.

Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement? Book a pension review today. We will meet you at your home at a mutually convenient time to look through your pension options (Birmingham, Derby, Derbyshire, Burton on Trent, Staffordshire area, London).

Trust us… we’re experts

Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute.

Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard.

In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.

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Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority.
Registration Number 429206
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Contact 01283 730080
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