Business Planning

As a business owner or managing director, you are faced with a range of important issues. Here are a few of the areas that we can help:

  • Arranging, reviewing or maintaining company pension schemes. Including Group Stakeholder Schemes, Group Personal Pension Schemes, Group Money Purchase Schemes and Final Salary Schemes.
  • Group protection, including life assurance, key person insurance, partnership insurance, income protection and medical insurance.
  • Helping you plan and execute your exit strategy.
  • Succession Planning.
  • Corporate Finance.

The Somerset Group is completely independent and able to advise on all financial products.