Astute business owners will know that secure financial planning makes excellent business sense. But lives are busy, and managing issues such as workplace pensions or key person protection can slip down the To Do list.

Working with the right financial adviser can not only ease the administrative burden of such tasks but can also add value to your company with smart investments and employee benefits that will boost staff retention and morale. And that leaves you free to focus on the day-to-day running of your business.

Our team has a wealth of experience in working with businesses, small and large. We advise on corporate pensions (including group schemes and auto-enrolment), key person, shareholder and group income protection and offer specialist advice for the business owner on SSASs and SIPPs.

Corporate Pensions

Whether you are a new business looking to implement new schemes, or you wish to review your existing arrangements, professional advice can make a crucial difference.

Specialist advice on SSAS or SIPP

Find a pension scheme that will ensure the maximum tax efficiency and most advantageous investment strategy. 

Business Protection

Putting the right arrangements in place will help to ensure the well-being of your busines - and your staff - should the worst happen.

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© 2022

Macbeth Scott & Co Limited is authorised and regulated by the Financial Conduct Authority (FRN 303928). Registered in England and Wales Company No. 01058241 at 3 New Road, Kendal, Cumbria, LA9 4AY.

You can find Macbeth Scott & Co Limited on the FCA register at https://register.fca.org.uk/

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