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Business Planning

At Paul Young Independent Financial Advisors we understand that running a business today takes a great deal of hard work and commitment. Increasingly, the pressures of running a successful business take priority over the time spent on planning your and your employees’ financial security. We can help with wealth management and a review of Director and Staff Benefit Schemes.

Book a financial health check today

You may ask yourself the following:

  • What are my business goals?
  • Is my business protected if the unexpected happens?
  • Am I on track to reaching my retirement plans?
  • How can I maximise my business value?
  • What is my exit plan?
  • Do I have a succession plan in place?
  • How up-to-date is my estate plan?

What we do together:

  • A personal financial planning strategy for Directors
  • Any contingency arrangements for Keyman and director Share Holder Protection
  • The use of Self-Administered and Self-Invested Director Pensions
  • Requirements for development capital
  • Setting up and running Employee Benefit Schemes

We’re ready to talk. Are you?

Paul Young Independent Financial Advisors can provide expert financial advice for your business. For more information on how we can help streamline your business finances, please contact us today

How can we help you?

Whether you are looking to start your personal financial plan, or want to make the most of the opportunities your wealth brings – Paul Young Independent Financial Advisors will support you at every stage of the journey.

Book a financial health check today

Our Thinking

The Paul Young Independent Financial Advisors 'Our Thinking' page has been designed to provide our clients with access to our personal finance magazines and financial guides which are packed full of informative and relevant financial news.

Find out more

Understanding your future goals, ambitions and needs

At Paul Young Independent Financial Advisors we take a bespoke approach to wealth creation and protection that centres on objective independent advice, driven by intelligent and trusted relationships. To identify which approach is right for your individual, family or business circumstances please contact us – we look forward to hearing form you.

To find out more, please contact Paul Young Independent Financial Advisors
on 01234 720630 or email mail@paulyoungifa.co.uk.
Book a financial health check today

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Paul Young Independent Financial Advisors 72 High Street, Harrold, Bedfordshire, MK43 7BH
Telephone: 01234 720630 Fax: 01234 721016 Email: mail@paulyoungifa.co.uk

Paul Young Independent Financial Advisors is Authorised and Regulated by the Financial Conduct Authority.
The Financial Conduct Authority does not regulate tax planning, estate planning, cash-flow, will writing or trusts.
Paul Young IFA is a Limited Liability Partnership. Registered in England under Partnership No. OC425312. FRN 830471.

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

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