Business Financial Planning

Business Financial Planning

You know the direction of your business and where you want to get to. We know the most effective ways to get you there. Whether you need succession planning advice, protection for your family and employees or you want to take money out of your business in the most tax-efficient way, we can help. In addition to our in-house expertise, we have access to a diverse network of external specialists and professionals. Together, we’ll help you to build a long-term business strategy that best suits your needs.

How We Can Help

Finding the right corporate financial advice can be a challenge, especially when you have a business to run. That’s why our financial advisers take the time to get to know your business, your goals, and your financial position. We work together as a team to craft a tailored financial plan that represents what’s important to your business and which creates better outcomes for you and your family. Most of all, we aim to add real value to your plans, helping you to reap the rewards of your hard work as a business owner.

Protecting What Matters

Whether you’re an entrepreneur with your next big idea or a business owner with an established enterprise, you need to protect your business and future. We’ll help you to make sure your business and family are protected should you be thrown a curve ball. A solid protection strategy can ensure the longevity of your business and financial security for your family. 

Be Pension Savvy

As a business owner, pension planning should be an integral part of your overall  plan for the future. In fact, auto-enrolment rules have pushed company pension planning to the forefront of every business owner’s agenda. Our pension advisers are here to take this time-consuming and often complex task off of your to-do list. We’ll help you to ensure you and your employees are set up with a pension that meets your needs today and once retirement rolls around.

Succession Planning

Have you thought about how your business might carry on without you? Having a well-formulated succession plan in place can help your business to thrive after you have gone. From life insurance to entity purchase agreements, we’ll help to find a strategy that suits your life goals and your business structure. Most of all, we’ll help you to achieve a smooth and equitable transition.

Growing Your Business

Our corporate financial planners will work closely with you to help you grow your business and create that all-important competitive edge. We offer all the services you need under one roof, including accountants*, tax advisers, and wealth management experts. Business growth is all about identifying the right opportunities and reducing risk. We’ll help you to scale up your business in the most efficient and effective ways.


*Alextra Group Limited (our sister company) are experts in accountancy and will be able to help you with this.

Ready To Get Started?

Whether you’re looking for help with succession planning or getting your money out of your business in the most tax-efficient way, our financial advisers will tailor their advice to suit your unique circumstances and changing needs.



Personal Finance

Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.

Business Financial

Together with our colleagues at Alextra Accountants, we can formulate a strategy for protecting and growing your business.

Wealth Creation
and Protection

We’re experts in wealth creation, management, and protection and will make your money work hard for you.

Pensions & Retirement

Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.

Investment Planning &
Risk Management

We’ll help you to get the balance between investment planning and risk management just right.

Tax Planning

Our taxation experts will help to ensure your money is working its hardest and that the tax you pay is fair.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Alextra Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Alextra Wealth Management Limited is entered on the FCA register ( under reference number 808586.