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Bay Tree Financial Planning

Business Advice

Buiness Advice

The value of the investment can go down as well as up and you may not get back as much as you put in.

 

Business Financial Advice

Jen's Portrait

I provide straightforward financial advice to businesses in Oxfordshire and the surrounding areas. You work hard in your business, and I can help you plan financial solutions to protect it. I also advise on employee pension schemes which will help to reward and retain valued staff.

I advise on the following key areas of business financial planning:

  • Protection — insurance policies to protect your business and its people.
  • Pensions — schemes for business owners and employees.
  • Other Financial Services — details below.

Protection

Protection

There are many ways to protect your business and its people. I can advise you on the suitability of the following corporate protection policies, and arrange the set-up of whichever schemes you choose:

  • Key Person Protection — pays a lump sum to the business to help replace or cover the costs of a missing or ill key person.
  • Director & Shareholder Protection (cross option) — provides clear instructions and a lump sum payment for the remaining business owners on the death of a shareholder/director.
  • Group Death-in-Service Benefit — provides a lump sum payment to a family following the death of an employee.
  • Group Critical Illness Cover — pays a lump sum to an employee on diagnosis of a critical illness.
  • Group Income Replacement Plan — gives a business the ability to pay long-term sickness benefits to employees.

Based on your own particular business needs, I can help you assess the level of financial protection you require, and will advise you on all the options available (including whether to place policies in trust).

There are other products available designed to protect you against loss of income. For impartial information about insurance, please visit the website at www.moneyadviceservice.org.uk

If you would like a free, no obligation initial conversation about your business protection, then please use the button to contact me.

Contact Me

Pensions

Pentions

You and your team work hard, so you should be free to spend your retirement doing the things you’ve always wanted to do. However, pensions and investments are the most complex area of financial planning and many people leave it too late to tackle the pension paperwork! As an experienced pensions advisor, I can give straightforward pensions advice to all of your team, answering their questions and giving simple choices on what to do next. I advise businesses on the tax advantages and suitability of the following pension services:

  • Group Personal Pensions
  • SIPP’s (Self Invested Personal Pensions) for business owners
  • Salary Sacrifice Pension Schemes

If you would like a free, no obligation initial conversation about your pensions and investments, then please use the button to contact me.

Contact Me

The value of the investment can go down as well as up and you may not get back as much as you put in.

Other Financial Services

Other Financial Services

The FCA do not regulate the products or services in this section.

Because I would like to help you with all of your financial planning needs, I would be happy to discuss any of the following areas with you and recommend a suitable adviser for the services:

  • Private Health Care
  • Mortgage Services
  • Will Writing Services
  • Accountancy Consultation
  • Estate Advice following a death
Contact Me

The value of the investment can go down as well as up and you may not get back as much as you put in.

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Bay Tree Financial Planning is a trading style of Jennifer Usher who is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are entered on the FCA Register (http://www.fsa.gov.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Bay Tree Financial Planning

The Granary, Cornbury Park, Charlbury, Oxfordshire, OX7 3EW
T: 01608 813070 | M: 07788 410743
jennifer@baytreefp.co.uk
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