Financial Planning for Tech Businesses

As Independent and Chartered Advisers we can access the whole of the market to find the right investment and financial products, this independence allows us to reflect your growth and to be at your side every step of the way as you develop your enterprise. 

For you

Starting or developing a business takes passion and determination. Turning your dream into a reality takes not only all of your energy, but in many cases your financial resources too. With careful planning and by setting out clear goals our Independent Chartered Advisers can work with you to create a plan for your finances which can support you when you need to grow your enterprise and work for you as you begin to achieve your personal financial goals.

How we can help you
  • Specialist advice on investments
  • Create a financial plan that’s right for you and your ambitions
  • Guidance on managing your personal finances
  • Help you become tax efficient
  • Access to the whole of the market giving you the best available rates and options

For your business

Looking after your key assets doesn’t just mean your buildings and balance sheet, but your employees too. We can support you in building financial packages for your key people which will not only help you to attract and reward your staff but can be tax efficient also. From pensions to Director’s schemes we will work closely with you and your senior team to identify what your financial ambitions are and to create a plan to meet them.

How we can help you in your business
  • Guide you through the vast choice of workplace pensions
  • Executive and ‘C’ suite pension planning
  • Staff financial education
  • Director share schemes
  • Business expansion and exit planning
  • Setting up trusts
Get in touch
To speak to one of our Tech sector specialists please call 0330 058 6559
Email Grant