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

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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

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• Succession planning

• Directors' and Partners' share protection

• Key person protection

• Group and executive pension schemes

• Employee benefits implementation and management 

• Commercial mortgage advice*

 

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*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.

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

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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.

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