Corporate Financial Planning

As a business owner, your financial planning needs to take account of your firm's interests as well as your personal affairs.

At BKD Wealth Management we provide corporate planning advice, working alongside other professional advisers.

 

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

 

 

Corporate Financial Planning Services

  • Succession planning

  • Directors' and Partners' share protection

  • Key person protection

  • Group and executive pension schemes

  • Employee benefits implementation and management 

  • Commercial mortgage advice*

 

*Please note:

Commercial mortgage advice is provided by our trusted partners. 

 

We normally charge a fee for mortgage advice. The amount will depend on your circumstances. A typical fee would be £987.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

The value of investments may go down as well as up, and you may not get back the amount invested. Levels of income from investments may fluctuate.

 

BKD Wealth Management are a Wholly owned subsidiary of Shipman Financial Planning, who are Authorised and Regulated by the Financial Conduct Authority  Reg. No. 06984287 (England & Wales) Registered Office: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX