Corporate Clients

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 243979.

Or drop us an email at info@beaufortplanningsw.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.

What do our clients say?

  • We found the presentation very informative and helpful and with the slides of the capital charts you have now provided I feel we can look to the future with some confidence and certainty. Please convey our appreciation to Jon for taking the time to explain how our future might look based on the information we have provided. As you say there are many variables in financial planning but at least we now have a good starting point and a basis for future reviews as and when they become necessary. We like the team approach you adopt for advising clients and your willingness to provide options for consideration at all times. We look forward to a long and successful relationship with you all.

    Mrs & Mrs H, Wallingford

  • From a business point of view I always feel that you have thought through all the options and thoroughly considered the alternatives before you present them to the client. You give the impression that you have looked at the big picture and put the particular need of your client in context. You understand the overview but always are concerned about attention to detail. You are confident, articulate and apply reasoned, intelligent arguments to explain your case or position.

    Mrs L, Southampton

  • You have the ability to approach everything with confidence, energy & in a very professional manner, being thorough and attention to detail is a strength that is very important to you. You hold trusting relationships with your clients & ensure they receive the best possible service at all times.

    Mrs K, Fareham.

  • We have used Jon’s financial expertise since selling our business in 2002. Undoubtedly, this has alleviated anxieties regarding taxation, inland revenue notifications and answers to any problematical questions that may have arisen. The cash flow forecasting he does is a reassuring tool ensuring funds for a smooth retirement. The team Jon has grown and evolved around Jon since we have known him and this has only enhanced the business to ensure a seamless client experience.

    Mrs S, Hampshire.

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