IFS Wealth Management

0191 491 5652

info@ifswm.com

Corporate Financial Planning

IFS Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

Corporate Financial Planning

IFS Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including accountants or solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

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

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with IFS Wealth Management means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, IFS Wealth Management makes the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to arrange a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole-traders, there are many aspects of the business that we take into consideration:

Corporate Financial Planning Advice

  • Group pensions
  • Corporate insurance
  • Corporate financial planning
  • Employee benefits arrangements

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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