Business Services
Financial Planning is not just personal it’s business too.
A lot of our clients are owner-managers of their own businesses. Some work from home on their own, whilst others employ hundreds of people. Whatever the scale of your business, we always remember that even though we may be dealing with a corporate entity, underlying that, we are dealing with you as an individual and the people who work for you to make your business the success it is.
When working with corporate clients, we work closely with industry professionals, for example, accountants in relation to pension planning, raising finance or investing retained profits, and solicitors who might deal with Shareholder Agreements or assist with acquisitions.
We keep it simple by using a similar process to personal financial planning, the process is the same but the questions will be different, whichever route we take we will ensure we gather the intricate details to produce a timeless plan that we can maintain throughout the years, and when the time comes we can help you exit smoothly and focus on your personal goals.
Just like individuals, businesses need to consider their financial planning needs too. This might include:
Scroll over the detail below to choose the Business service you require and follow the link provided.
We value long term relationships with our clients; but what do our clients say about us?
In my case I came to Hammond & Raggett to discuss the potential transfer of a final salary pension to a managed fund.
Considering the transfer of a final salary pension is probably the most significant decision I will make over my personal finances in my lifetime. Hammond & Raggett provided an excellent detailed financial analysis of the options open to me in advance of my meeting. In my one to one meetings with Hammond & Raggett they explained clearly the financial implications giving the pros and cons of any decision in language that was easy to understand.
Once the decision was made the follow up service and administration has been excellent. The fund was set up last November and I receive regular updates on the investment strategy. I feel I can call on their services at any time should I need them. I regard Hammond & Raggett as a trusted advisor and have complete confidence in their ability to service my personal financial requirements.”
Ian, Managing Director
Insurance Brokerage
Call one of the Hammond Raggett and Company team on 0161 834 2222 to discuss how we can help you, or press the button below to be directed to our contact form.
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Chartered Financial Planners
Chartered status is an objective mark of professional standing among all professions. It is awarded to firms who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards. We are proud that in 2007, we were one of the very first firms in the UK to be awarded Chartered Financial Planner status, and we work hard to have this renewed each year. We are still one of only 705 firms out of a total of 5,270 authorised financial adviser firms to be awarded this prestigious designation.
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