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Corporate Financial Planning

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Working with companies and charities

When you are running a business or a charity, managing issues such as corporate pensions or corporate cash balances can be an unwelcome distraction from the main priorities of the organisation.

Working with the right adviser takes these distractions away from management and, moreover, can turn a potential headache into a solution that adds value for the organisation.

David Williams IFA is hugely experienced in working with businesses and charities. We advise on areas including pensions, group life and illness insurance, business and shareholder protection, investment of business funds and directors’ remuneration strategies. In the case of family businesses, our work often also encompasses inheritance tax and succession planning.

We bring the same philosophy to our corporate advice as we do to our dealings with personal clients. The relationship is based on clear, open and transparent communication and regular access to highly-qualified advisers.

Our work with companies is frequently done in partnership with other advisers, such as solicitors and accountants. Co-ordinating professional advice means that clients get a coherent and comprehensive solution to their business needs.

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