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Corporate Financial Planning – Live

Corporate Financial Planning

Securing a sound future for your business

Tailored SME financial advice

We will help you map out a secure & successful financial business plan. We understand that every business is unique and thus, all of our Corporate Planning programmes are specifically tailored to match your specific business needs. Our Corporate Planning advisory assists you in identifying and reaching the best suited financial goals for your business. Our service is tailored to small & medium sized enterprises (SMEs) and covers all aspects of financial planning, giving you peace of mind and the knowledge that you are on the most suitable path.

Our Approach

Our portfolio of advice is well suited to the SME market. Our knowledge base stems from vast experience of providing financial advice over a number of years to both small concerns and entrepreneurial firms where staff recruitment, retention and motivation are often deemed key priorities. These naturally allow for fixed or flexible benefit packages whereby employees have a large degree of freedom on the selection of benefits which best suit their individual needs.

We can assist with and provide advice on a vast range of products and staff benefits, which are usually considered together with those that are often used in flexible benefit packages.

1: UNDERSTANDING

Understanding your financial business goals:

To advise you well we need to first understand what drives your business and what its financial goals are. The initial consultation will focus on mapping out your short and long term goals and we will then present you with a tailored package, including a timeline. 

2: REVIEWING

Reviewing the performance continuously:

We review your portfolio quarterly, half yearly or annually depending on your chosen ongoing service agreement, ensuring that the applied measures are performing at the predicted level and we will make ongoing suggestions aimed to ensure your goals are met.

3: RECOMMENDING

Making ongoing recommendations:

We will be continuously reviewing your programme and making recommendations for relevant adjustments. Expect to work with a team that are hands on and proactive; we will reach out to you frequently and work with you closely, ensuring you are always up to speed on industry news and opportunities.

4: MAINTAINING

Maintaining & growing the relationship:

Maintaining good relationships is the backbone of our business; we pride ourselves on growing long-lasting relationships. We want to build a strong portfolio that will help you incentivise and retain your core team. 

Fast-paced growth for SME's

Every business is unique and thus, all of our Corporate Planning programmes are specifically tailored to match your specific business needs.

We are on hand to help you map out a secure and successful financial plan for the future of your business.

Our Corporate Planning advisory assists you in identifying and reaching the best suited financial goals for your business. This service is tailored to small & medium sized enterprises (SMEs) and covers all aspects of financial planning, giving you peace of mind and the knowledge that you are on the most rewarding path.

Our specialist knowledge and advice will help senior management to make the right financial choices for their business. We place focus on the protection of the business and its shareholders so that you are covered, even in the event of serious illness and/or death of key personnel.

Our Corporate Planning advisory equips you with the tools to comply with Auto Enrolment Regulations and our experience of employee benefits ensures your company’s benefits packages are geared to incentivise employees. Please be aware that Auto Enrolment is not regulated by the Financial Conduct Authority.

Below are some of our most sought-after SME Financial Planning Services:

  • GROUP PROTECTION
  • As a business owner, you may want to arrange corporate protection for the key employees within your firm. Corporate protection, including key person or partnership protection, can provide a fixed sum payout, should the individual be unable to work, or even die. The benefit will be designed to cover the firm’s expenses in meeting any emergency costs, recruiting a replacement employee and protecting the future of the business. Overall, this will aid in making a difficult time much more easily manageable from a business perspective.

  • WORKPLACE PENSION
  • Government legislation surrounding workplace pensions means there are now pension planning requirements in place for employers before, during, and after the employer’s ‘staging date’ for auto-enrolling their staff in to a workplace pension scheme. There are also penalties for non-compliance, which can bring an additional burden on resource and time for the member of staff acting as your pension scheme administrator. Let us help you ease the pressure whilst being 100% industry compliant.

  • CORPORATE INVESTMENT
  • The area of corporate investment can present many challenges for a business. The options we present you with will be bespoke solutions and we work closely with all our clients to devise the investment strategy, monitoring protocols and reporting frequency and methods to best suit your business. Our Corporate Investment Advisory aim to help you take your business growth to entirely new levels.

For Individual Financial Planning advice, click here

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Daily coffees

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Regulatory information

Financial Conduct Authority

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK. You can access this information at any time by clicking on the Regulatory Information link at the bottom of this website.

Complaints
If you wish to register a complaint, please write to CJA Financial Planning Ltd, Kimpton Road, Luton, Bedfordshire, LU2 0LA or telephone 01582 522333. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financialombudsman.org.uk or by contacting them on +44 (0) 800 023 4 567 and/or at the Financial Conduct Authority at www.fca.org.uk or by contacting them on +44 (0) 300 500 8082.

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