Financial Planning for Business 

Traditionally Financial Planners look after an individual’s arrangements, be that pensions, mortgages, life cover needs but not many address the needs of a Business. This could be anything from Pension Planning for Company Directors or the employees, Protecting the business or family members through the business or raising finance.

Sarah Hogan, Chartered Financial Planner has the AF2 Business Financial Planning Qualification as part of her Chartered Status which means she is a specialist in planning for businesses. As a company director herself, she experiences first hand the same challenges as our Business Owner clients.

We work with businesses using the latest tools for financial forecasting to help them on their journey to ‘Financial Independence’. That may be working towards a sale of the business, creating a lifestyle business or even using the business as a vehicle for personal financial planning.

We work with your professional connections to ensure that all aspects of business planning, finance, legal and accounting are all working together towards the best outcome for you.

Click on one of the drop downs to discover the different areas that Financial Planning for Businesses could help you. 

Contact us on 01942 889883 or info@kbafinancial.com for more information.