Freedom Wealth provides a range of financial advice for limited companies, partnerships and sole traders. We can also work in partnership with your other professional advisers, such as your accountant, to make sure your financial planning fits with your tax planning.

We can help with:

Financial reviews for business owners

Company directors, partners or sole traders often do not have the time to manage their personal financial affairs as they are focused on the success of their business. We offer financial reviews and informed advice to busy business owners, taking into account both their business and personal affairs to find the best solutions.

Director pension payments

We are experts in helping company directors make full use of pension allowances. This can be a regular payment, a single payment towards the company year end or a large single payment using carry forward of pensions relief.

Staff pension schemes

We provide guidance and advice on staff pension schemes, including schemes suitable for auto enrolment legislation.

Commercial property purchase using pension funds

We can help business owners to use their personal pension funds towards buying a commercial property. For smaller businesses this is often the property they trade from. This can provide numerous benefits for the business and its owners.

Insurances for businesses

Our advice ranges from simple death in service schemes for staff or directors, to more specialist insurances to protect the ongoing trading of the business in the event of death or serious illness of a key employee, partner or director.

Business sale

If you are selling your business we can work with your accountant to implement the most tax efficient ways of paying the proceeds to your estate.