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
Directors' and Partners' share protection
Key person protection
Group and executive pension schemes
Employee benefits implementation and management
Commercial mortgage advice*
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.