Business Advice

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

Business Financial Advice

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.

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Karen
Witney

Jen is truly amazing. We have been advised by her a few times now and have found her depth of knowledge and attention to detail remarkable. I would not hesitate to recommend Jen to anyone seeking financial advice. She is easy to talk to and makes money matters less scary. Our only disappointment is that we didn’t meet Jen earlier.

Testimonial

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 a 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).

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

 

Pensions

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.

 
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LOOKING FOR MORE DETAILS ABOUT THE ADVICE PROCESS?

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I will guide you through the six-stage process, which has been designed to give you a clear path while enabling me to deliver consistent and high-quality financial advice.

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

Will Writing, Accountancy Consultation and Estate Advice following a death are services separate to our relationship with Quilter Financial Planning who are not responsible for any advice given.

Other Financial Services

The Financial Conduct Authority do not regulate will writing, accountancy services and estate planning

I would like to help you with all of your financial planning needs, there are some areas that I cannot and I can refer you to an adviser outside Bay Tree Financial Planning to help you with the following services:

  • Private Health Care

  • Will Writing Services

  • Accountancy Consultation

  • Estate Advice following a death

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

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Get in touch

If you are considering taking financial advice I would love to talk to you. Please feel free to call me on 01608 813070 or alternatively please fill out the form and I’ll contact you as soon as I possibly can.

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