Client Guides #Business Financial Planning


People are at the heart of any business, and are responsible for its success. However, many businesses in the UK often haven't even considered protecting their real key asset. The sudden loss of a key shareholder/partner can cause major disruption to the company and its profits

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This guide produces a direct line between financial planning and people who run their own businesses. With over 5 million people now operating a business in the UK, with nearly all of these being SMEs, the financial overlap between the business and personal finances of this group is considerable

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