Financial Services

True holistic financial planning can help you see the bigger picture, allowing you to make the right decision with regards to pensions, investments, savings, mortgages and much more.

Financial Services

True holistic financial planning can help you see the bigger picture, allowing you to make the right decision with regards to pensions, investments, savings, mortgages and much more.

We have a number of experts offering financial services on our Business Butler panel, including FCA registered financial advisers who offer comprehensive financial services for businesses and individuals. The experts advise on wealth management for business owners, directors and shareholders. All of our financial advisers to hire are fully vetted and available for a free consultation. Use our engine to find a financial adviser today.

Their objective is to work with you to improve and protect your personal financial situation. Estate planning is a key area, and tax advice and help are always beneficial too.

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Private and workplace pensions can be a minefield and you may think they are something you can delay, especially if retirement is decades away, but the decisions you make today can have such a positive effect on what happens when you do retire, no matter how far away that seems.

You may need help with commercial or residential mortgages, both of which can be complex and difficult to obtain when you have recently started a business.

As you can see, our Financial Experts specialise in several key areas. To find out more, please click on one of the services below.

Please note that the initial consultation is free and without obligation.

Commercial Mortgages

If you are considering investing in a property, expert advice can help to evaluate the range of commercial mortgage options on offer and identify the most suitable source of finance.

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Estate Planning

Estate planning is a vital task, it can help protect your assets, makes it easier for your loved ones to deal with your estate after your death, and can reduce the amount of inheritance tax owed.

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Pension

Reviewing your pension arrangements with a FCA authorised pension advisor will ensure your savings are performing well and your plans for a happy retirement are on track.

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Protection

Business protection insurance protects a company financially when its owners or employees are affected by illness or death, making sure the business survives in challenging times.

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Research and Development (R&D) Tax Credits

R&D Tax Credits are an incentive aimed at helping businesses by encouraging and rewarding innovation. Taking expert advice can increase your chances of a successful claim.

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Residential Mortgages

Buying a home is the biggest purchase most people make, before arranging a mortgage make sure you know what you can afford, the different types available and how it all works.

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Stamp Duty

Stamp duty land tax (SDLT) is one of the biggest expenditures homeowners have to bear, however many homeowners could be eligible for a stamp duty refund, so don’t miss out.

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Taxation

Every business should aim to be as tax-efficient as possible, finding legitimate ways to reduce your tax bill can expand your margins, improve cash flow and strengthen your business.

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Wealth Management

Wealth management is the process of putting together a financial plan that supports you in achieving your life goals, helping you understand how your money can support your ambitions.

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Workplace Pension

It's critical that you get auto-enrolment right the first time so you can avoid fines and save money, a pension expert will offer an end-to-end solution for all types of business.

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