Business services

Financial planning made simple

Business services

We understand that business owners and entrepreneurs can be under constant pressure to run and build their businesses, so finding the time to learn how to deal with financial planning aspects can be very difficult. 

The expertise of our dedicated financial planners has helped many businesses, from start up firms through to multi-million pound turnover companies. We understand both personal and business objectives and the challenges you face.

We have been able to create financial plans that not only help protect the interests of the business in the event of the death or incapacity of a staff member, but also help build business and personal wealth by ensuring that profits are drawn in the most tax-efficient manner.

Business financial planning

As part of our planning, we can help with:
Protecting your shareholders/partners of your business in the event of death or suffering critical illness
Protecting your key staff in the event of death or incapacity
Relevant Life - A tax efficient life cover plan for Directors and employees
Protecting your salary and dividends in the event of incapacity
Ways to reduce your personal and corporation tax bills
Setting up a workplace pension and ensuring you are auto enrolment compliant
Using your pension(s) to purchase a commercial property

Employee benefits

We can help you to look after the people that have built and run your business. As an employer, your employees are your most important asset. Employee benefits can form an important and attractive part of an employment packages. This might include benefits such as:
Protection/Death In Service - Provides a lump sum to dependents and loved ones on an employee's death.
Income Protection/Sickness Benefit - Provides an income if employees are unable to work due to a long term illness or injury.
Private Medical Insurance - Helps keep your employees healthy and reduce the amount of sick leave, with financial support towards medical costs.
Employee Personal Financial Planning - Providing employees access to professional financial advice on pensions, investments and insurances.
Employee Financial Education - Support to help your employees understand what benefits you are offering, by constructing seminars and drop in clinics.
Employee Assistance Programmes - Help your employees deal with personal problems that might affect their work performance, health and wellbeing.

Contact us

Chameleon Financial Planning
Unit 1 Guest House Farm
Runshaw Lane
0800 368 9687
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