Corporate Planning
Maximising corporate cash, tax planning and offering company pension guidance all fall under our corporate planning arm.
Maximising corporate cash, tax planning and offering company pension guidance all fall under our corporate planning arm.
Effective corporate financial planning is crucial for determining a company’s financial needs and business goals for the future, and developing a tailored financial plan to achieve succession and long-term finance objectives.
You know the direction of your business and where you want to get to. Integrating comprehensive financial plans into this vision helps maximize your unique situation. We work closely with business owners daily to help them achieve corporate financial success and secure their legacy through thoughtful succession planning.
Our financial advisors inform the client about the financial planning process, define the services offered and disclose their qualifications and experience. This relationship is based on honesty, integrity and reputation.
In the initial meeting with the client, the financial advisor will identify the client’s objectives, needs and priorities in order to provide them with a suitable recommendation that suits the client’s current and future personal and financial circumstances.
Your financial advisor will then analyse your information as provided and perform an analysis between your current financial position and the financial goals and objectives discussed.
Your financial advisor will then recommend a financial plan that is suitable to your needs and objectives. This recommendation will be presented to you in a next steps report for consideration and acceptance.
If you accept the recommendation contained in the next steps report, we can then proceed to place your plan in line with the accepted recommendation.
A client’s needs will change over time and financial advice is an ongoing process which is concerned with identifying and satisfying both current and future client needs. The success of advisor/client relationships is largely determined by the extent to which those needs are met and regular reviews will be central to achieving this and are included in most of our fee agreements.
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Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference number 551744.
Ascot Wealth Management Limited is a registered limited company. Company Number: 07428369
