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Business Planning

Our Corporate services include amongst others:

· Self Invested Personal Pension utilisation including commercial property purchase

· Corporation Tax Mitigation

· Company Sales Advice (MBO's/Open Market)

· Director personal wealth management

· Group Pensions Advice (In preparation for the National Employment Savings Trust in 2012)

· Exit Strategies

Of course, this is not an exhaustive list, as we aim to provide holistic financial planning there are many areas that we haven't been able to cover here so if there is any specific corporate or personal financial matter where you require guidance or advice then please feel free to contact us at any time.

To arrange an appointment

  • Call us on 01704 228120 (Southport) 01582 462709 (Harpenden) or 01704 898570 (Burscough)
  • email us at mail@pensionswms.co.uk

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Pensions & Wealth Management Services Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 455109

Pensions and Wealth Management Services, Financial Services, IFA, Independent Financial Adviser, financial planning, financial advice, investment advice, retirement planning, taxation advice, health insurance, corporate advice, Southport, Merseyside, Burscough, Lancashire, Harpenden, Herts, UK