Helping businesses achieve their long term financial goals.

We have a great affinity with our business clients, we understand the issues that surround you and the decisions that must be made on a day to day basis.
Chartered Financial Planners
Contingency Planning

Make sure your business
is ready for the “what ifs?”

The death or serious long term illness of a key individual within a business can have a serious detrimental effect on the ability to maintain trading and profit levels. Many small to medium sized businesses would be at risk of folding within a short time of such an occurrence.

Our team can advise on suitable solutions to mitigate the effects of such an event occurring. Likewise, the death of a business owner can result in difficulties in continuing control of the business for the remaining owners. This can be a big problem where the deceased’s share is inherited by family members who do not have either the desire or skills to retain their ownership of the business.

We can provide advice on solutions to provide capital to the surviving business owners to purchase the deceased’s share of the business, putting in place suitable agreements to ensure the deceased’s beneficiaries are suitably recompensed.

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Retirement Planning

Helping Business owners prepare for
“life after work”.

Whether you are a sole trader, partnership or limited company, we can help to ensure you maximise opportunities and mitigate tax. Running a business – regardless of size – requires considerable focus and time. As a business owner it is understandably all-too-easy to overlook your own financial affairs, especially retirement planning.

Working in conjunction with Vesta Wealth Ltd, we are able to devise a plan to achieve both your business and personal ambitions. We provide unbiased advice on the full range of pension options and pension consolidation for achievement of retirement goals. This includes the use of SIPP and SSAS for commercial property purchase. Our team of specialists can give advice on occupational as well as personal pensions.

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Investment and Cash Management

Crafting an ideal
strategy for businesses.

Any company cash reserves held in a bank or building society account is likely to be attracting low rates of interest, often under-performing inflation. We can advise on alternative strategies to provide improved returns whilst ensuring that funds are readily accessible if required.

Addressing risks and maximising tax efficiencies are also important when crafting and optimising a corporate investment strategy. At Vesta, we can advise on a range of available tools which may assist you in achieving your business investment goals and hitting your benchmarks. We can also identify issues and possible events which may derail your strategy, putting appropriate contingencies in place to protect your progress.

Whether you represent a large business or a growing startup, our team can help you lay a solid investment foundation including the range of assets which could suit your portfolio, how to allocate them and assistance with keeping your strategy on track.

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Auto Enrolment

Ensure a strong workplace
pension for your team.

The Government’s introduction of Automatic Enrolment into workplace pensions has created a multitude of rules which employers have a legal obligation to comply with.

At Vesta Wealth we provide Auto Enrolment help and support, helping businesses of all sizes to navigate the rules. Whether you are looking for a complete ‘all in one’ payroll solution, or advice on implementing Auto Enrolment to the Government’s compliance standards, or you simply want to know what your group pension options are, we can provide a solution.

Our aim is to simplify the process, guiding you through each step to ensure you have everything in place.

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Thank you for guiding us through the minefield of claiming and setting up our retirement pensions and the friendly and helpful advice with our investments.

P. & M. HCarlise

Thank you so much for all your help in finding appropriate investments.I really appreciate your time and patience explaining everything.

MLBusiness Owner, Stockton on Tees

Speak to a member of our team on 01228 210 137 or contact us for more information.

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