Business
Financial Planning
Protect your company and your people with financial planning for Hampshire and Dorset businesses.
Achieve More From Your Business
Our team provides tailored strategies designed to support sustainability, growth and long-term success for your business. We help you develop a solid financial blueprint that aligns with your business goals, ensuring seamless scalability while minimising risks. With our financial guidance, you can focus on driving profitability and securing the future of your organisation without disruption.
Protect Your Business
You may invest spare cash as a business, but the best investment you can make is the right form of insurance.
Ensuring your operation can continue without key people, both financially and operationally, business protection is crucial for growing businesses in Hampshire, Dorset, London, and beyond.
Secure Your Team’s Future
Your people make your business what it is, so it’s only right you take care of them. With suitable pension schemes in place, you can retain your best team members, add incentives for new hires, and improve the efficiency and profitability of your organisation.
How Do We Charge?
Unlike other firms, we're transparent with our fees meaning no hidden costs along the way.
Why Is Financial Planning Important For Your Business?
Running a business is full of unpredictabilities and difficulties to overcome. When you have a comprehensive financial plan and contingencies in place, however, you can make your life easier, your people happier, and your business more successful.
Safeguard your business with proactive financial strategies and scale efficiently.
Optimise your company’s profitability through smart financial planning
Adapt to changing market conditions with financial agility and resilience
Explore Our Latest News
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Guides
Vela Defensive Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
Vela Adventurous Fund – January 2025
The Fund will typically invest through other regulated collective investment schemes, in a range of asset classes, including fixed income…
Guides
W Wealth – Low Risk Blend – January 2025
In this blend we are utilising an Active investment strategy as this has been deemed to be the most suitable…
Guides
Vela Defensive Fund – January 2025
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Guides
Vela Adventurous Fund – January 2025
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Guides
W Wealth – Low Risk Blend – January 2025
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Speak To Our Team
Our team is independent and extremely knowledgeable about business protection and workplace pensions, auto-enrolment, and administering the relevant products to business owners and directors.
With clear, practical advice tailored to your company’s goals and current situation, you can enjoy the many benefits that come from protection and pension planning for your business. No matter your business size, or where you’re based, we can help with a bespoke service that’s built to suit you.