Supporting Business Leaders

Leading a business is never easy, but with our support you can reduce risk, extract money with tax efficient planning and potentially make life just a little bit easier.

The requirements of auto-enrolment will impact every employer. This extra demand on your time and money carries serious consequences if you don’t implement systems correctly. We can support you and your staff through this process and provide ongoing help with regular reviews.

Pensions are vital to help reduce the risk of owning and running a business. A business is not a pension. Too many business owners see a fall in value in their business in later years and are left unable to exit or retire.

Everyone insures their premises and cars but what about the key staff? The loss of a key staff member or worse the inability to work yourself, could have a catastrophic effect on your business and family. We can help you protect your income, profits and clear your debts in the event or a significant loss of health or worse.

We will be able to provide more details and make a recommendation based on your specific circumstances at Beechwood Financial Consultants Ltd in Lincoln. Contact us for a no-obligation consultation today.

Please note that some of the services described above may require referral to a service separate and distinct to those offered by St. James's Place.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.