Business Financial Planning
Business Financial Planning
Hexagon Wealth Management provides business financial planning services to help business owners protect, grow, and plan for long‑term success. You know the direction of your business and where you want to get to — we know the most effective ways to get you there. Whether you need succession planning advice, protection for your family and employees, or want to extract value from your business in the most tax‑efficient way, we can help.
How We Can Help
Finding the right corporate financial advice can be a challenge, especially when you have a business to run. That’s why our financial advisers take the time to get to know your business, your goals, and your financial position. We work together as a team to craft a tailored financial plan that represents what’s important to your business and which creates better outcomes for you and your family. Most of all, we aim to add real value to your plans, helping you to reap the rewards of your hard work as a business owner.
Protecting What Matters
Whether you’re an entrepreneur with your next big idea or a business owner with an established enterprise, you need to protect your business and future. We’ll help you to make sure your business and family are protected should you be thrown a curve ball. A solid protection strategy can ensure the longevity of your business and financial security for your family.
Be Pension Savvy
As a business owner, pension planning should be an integral part of your overall plan for the future. In fact, auto-enrolment rules have pushed company pension planning to the forefront of every business owner’s agenda. Our pension advisers are here to take this time-consuming and often complex task off of your to-do list. We’ll help you to ensure you and your employees are set up with a pension that meets your needs today and once retirement rolls around.
Employer pension schemes are regulated by The Pensions Regulator (TPR).
A pension is a long‑term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Succession Planning
Have you thought about how your business might carry on without you? Having a well-formulated succession plan in place can help your business to thrive after you have gone. From life insurance to working with your solicitors and accountants, we’ll help to find a strategy that suits your life goals and your business structure. Most of all, we’ll help you to achieve a smooth and equitable transition.
Growing Your Business
Our corporate financial planners will work closely with you and your accountants and solicitors to help you grow your business and create that all-important competitive edge. We work well with other professionals to help offer all the services you need, including your accountants, tax advisers, and wealth management experts. Business growth is all about identifying the right opportunities and reducing risk. We’ll help you scale up your business in the most efficient and effective ways.
Ready To Get Started?
Whether you’re looking for help with succession planning or getting your money out of your business in the most tax-efficient way, our financial advisers will tailor their advice to suit your unique circumstances and changing needs.
Personal Finance Planning
Plan for the future today. We’re with you for a lifetime of tailored personal financial advice and support.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Business Financial Planning
Together with your accountants, we can formulate a strategy for protecting and growing your business.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Wealth Creation and Protection
We’re experts in wealth creation, management, and protection and will make your money work hard for you.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Pensions & Retirement Planning
Let us help you to create a retirement and pension strategy that gets you closer to a secure and relaxed retirement.
A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Investment Planning & Risk Management
We’ll help you to get the balance between investment planning and risk management just right.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Mortgages
No mortgage fits everyone. With our experience and wide access to lenders, we’ll match you with a deal that fits your needs and unique situation.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Registered in England and Wales under registration number: 05541620. Registered Address: 7-9 Macon Court, Crewe, Cheshire CW1 6EA Hexagon Wealth Management Limited is an appointed representative of 2plan wealth management ltd, which is authorised and regulated by the Financial Conduct Authority. Hexagon Wealth Management Limited is entered on the FCA register (www.fca.org.uk) under reference number 808586.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: https://www.financial-ombudsman.org.uk/contact