CORPORATE SERVICES

Running a successful business takes a lot of time and effort, meaning you often feel like that there aren’t enough hours in the day. Unfortunately, this may mean that you don’t have enough time to think about things like financial objectives. This is where we can help.

What are Corporate Services?

You’ve undoubtedly poured your heart and soul into your business, but have you had the time to think about how to protect the very thing you’ve worked so hard to build? You may have also overlooked key areas like planning your own and your employees’ financial security.

As a business owner, you owe it to yourself and your staff to tackle the complex financial obstacles that running a company presents, so you can ensure your enterprise is running as efficiently as possible.

Detailed planning is essential for future-proofing your business. A wealth management specialist can provide you with the strategies you need to help meet your goals, so you can focus on your company.

No matter if you’ve been running your firm for years, or are just starting out, Ubuntu Wealth Management can help set you up for financial security. We’ll take the time to fully understand your circumstances and be with you throughout the process. We can help you lighten the load and leave you free to concentrate on your company going from strength to strength.

Our Expertise Includes:

  • Pension Reform
  • Corporate Planning
  • Shareholders
  • Employee Benefits
  • Corporate Benefits

“Dr Garnet delivers calm, clear, easy to understand advice. He understands my feelings and fears about the financial services industry and manages to put a human face onto the corporate monster. I have no hesitation in recommending his services to others who share my fears.”

David Whitlow, Creative Director, Chester

Pension Reform

As a business owner, it’s your responsibility to ensure you’re complying with the latest pension regulations. The workplace pensions reform (also known as auto-enrolment) dictates that companies should auto-enrol all eligible employees into a Qualifying Workplace Pension Scheme. We can help you understand the processes, how everything works and what your obligations are, so you can remain compliant at all times. This leaves you free to carry on growing your enterprise.

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Corporate Planning

While it’s not pleasant to think about, the death or serious injury of an important director or employee could have a serious detrimental effect on your business. These range from loss of profit and lost productivity to loan recalls and reduced practical knowledge. These potential hazards can be avoided with the right insurances and by ensuring that they’re regularly reviewed. We’ll carry out a detailed review of your firm and provide a bespoke insurance plan to protect your business.

Shareholders

It’s the responsibility of all shareholders to work together to secure the success of a business. However, what happens if you were to die and your beneficiaries didn’t share your enthusiasm for the firm? We’ll work with you to identify your circumstances and offer solutions to help your fellow shareholders purchase your shares, while allowing your beneficiaries to enjoy the market value of your shareholding – giving you peace of mind that your firm’s future is secure.

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