As a business owner myself, I understand the demands involved in managing and controlling a successful business. It is both challenging and rewarding, requiring a great deal of commitment, energy and mental stamina.

Having worked for Public Sector, International Companies and SME’s in my career have a cross sector appreciation of the different needs of different organisations.

You understand your business, and whether written down in a formal business plan or as a vision in your own mind, you have goals and ambitions both personally and for your company.

These could include:

• Business acquisition and expansion
• Achieving financial security
• Quality of life for yourself and your employees
• Building a legacy for the next generation

Perhaps you have other ambitions, but whatever they are, they are specific to your business and you need someone who understands your aspirations and who can help you and your business achieve its financial objectives.

The following list, although not exhaustive indicates the main areas where David Phillips Financial Planning can help you with your corporate and personal financial planning.

Employees

• Retirement planning
• Employee benefits - group life, critical illness or private medical
• Employee share ownership
• Total reward strategy

Personal Financial Planning for Directors

• Realising and accessing wealth
• Exit and succession planning*
• Shareholder protection
• Retirement planning
• Death in Service for Directors of small SME’s
• Management Buyout/Buy in*

Corporate

• Key person insurance
• Bespoke specialist insurance audit
• Access to commercial lending**

*This may involve a service that is separate and distinct from those offered by St. James's Place.

**Commercial lending is not regulated by the Financial Conduct Authority and all enquiries for these will be referred to a service that is separate and distinct to those offered by St. James's Place.