Your Corporate Financial FocusTM
Your Corporate Financial FocusTM is our comprehensive offering for business owners, which addresses the seven key problems that in our experience are most commonly encountered by these small to medium-sized (SME) organisations.
However, it should be noted that all our solutions are modular and can be undertaken in isolation. Business owners would also normally enjoy the benefits listed under Your Financial FocusTM in addition to corporate services, as this enables complete clarity, understanding and effectiveness for both their business and their personal lives.
The solutions we have created are shown in each oval and by clicking each of them a summary of the typical problem is listed, together with a brief explanation of how our solution addresses the problem.
The problem:
Lack of clarity about their company’s structure and overall financial position.
The solution:
Your Corporate OverviewTM
Is a concise document presented to our clients that includes a summary of their company details, details of turnover, overheads, profits, clarity of assets & liabilities and an overview of existing company provisions & financial arrangements that are in place.
The problem:
The owners / directors often have a lack of understanding of the company financial arrangements they have in place.
The solution:
Your Corporate Financial Arrangements OverviewTM
is a concise document that is presented to clients that includes full details and analysis of company investments, retirement provisions/arrangements for shareholders, directors and employees, protection arrangements, properties, borrowings and any other assets.
The problem:
Companies often have insufficient understanding of how best to maximise and protect monies held in cash.
The solution:
Your Cash Management FocusTM
Is a step by step process that will help clients to maximise the monies they hold in cash. Providing them with confidence that they have deposited funds according to their needs, whilst protecting against any institutions failing.
The problem:
Companies are often unaware of the financial impact on their business if shareholders and / or key employees were to die, suffer a critical illness or have long-term sickness.
The solution:
Your Corporate Protection FocusTM
Is a step by step process to help businesses ensure that shareholder interests, the business and employees are protected as far as possible in the event of shareholders, or key people, experiencing adverse changes of health. It also considers the welfare of all employees.
The problem:
Lack of clarity as to feasible retirement date(s) for shareholders/directors and uncertainty surrounding the level(s) of retirement income.
The solution:
Your Corporate Retirement FocusTM
Is a step by step process that will help businesses identify the desired ‘financial freedom’ ages that they wish to set for shareholders, directors and employees, whilst identifying a strategy to maximise the chances of these being achieved.
The problem:
Businesses often have unidentified savings needs and a lack of certainty that investments are working as effectively as possible.
The solution:
Your Corporate Investment FocusTM
is a step by step process that helps businesses have clarity that they have addressed any savings needs and confidence that their investments are working as effectively as possible for them and in accordance with the level of risk they are prepared to take.
The problem:
Businesses often lack confidence that borrowings are as cost-effective as possible and will be repaid in the most efficient timescale.
The solution:
Your Corporate Lending FocusTM
is a step by step process to help businesses have the most competitive and appropriate borrowing facilities for their particular situation, whilst having complete clarity and comfort that borrowings will be repaid at the redemption date(s).
Contact us
Please call us on 01329 243 979.
Or drop us an email at fareham@beaufortfinancial.co.uk
We’ll be in touch just as soon as we can.
Some of our solutions are provided by our Strategic Business Partners - full details of which will be provided wherever relevant.
Your Corporate Financial FocusTM
Your Corporate Financial FocusTM is our comprehensive offering for business owners, which addresses the seven key problems that in our experience are most commonly encountered by these small to medium-sized (SME) organisations.
However, it should be noted that all our solutions are modular and can be undertaken in isolation. Business owners would also normally enjoy the benefits listed under Your Financial FocusTM in addition to corporate services, as this enables complete clarity, understanding and effectiveness for both their business and their personal lives.