Financial Planning

As a trusted advisor, we take a holistic view of your financial situation and make recommendations on your cash flow opportunities, budgeting, savings, tax planning and remuneration planning. All tailored to you and your business and your goals.

The experience gained by our directors from starting and running their own businesses “from scratch” means we can identify the problems that will be encountered before they happen and advise owners what plans to put in place to avoid common pitfalls.

We are not regulated to give any financial product advice so we refer all investment and pension advice to a regulated Independent Financial Advisor. We have a network of IFA's who specialise in all areas from investments, pensions, mortgages and asset protection.

Services

Excellent hands on service, they make sure they fully understand your business and therefore your requirements. Recommend 10 out of 10 .

Very efficient communication and service always very professional. Have recommended to friends and family and all have been very pleased with service provided and value for money.

As a new business, we have used BKB for the past year. All our queries and financial matters have been dealt with promptly and professionally and we have found all the staff there to be both knowledgeable and courteous at all times.

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Financial Planning

Services