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Business owners

As SME business owners ourselves, we understand the financial needs of small to medium-sized enterprises. Whether you’re looking to purchase new premises in the most cost-efficient manner, protect your business against the financial impact of losing a key employee, or you wish to improve the benefits on offer to your employees, we can help.

 

We are a highly experienced team with many decades’ worth of valuable knowledge in this arena. Our considerable expertise means whether we’re assisting companies with the implementation of an employee benefits strategy, or helping to set up a pension scheme, we know how to identify and provide solutions to our corporate clients’ financial challenges.

By taking the time to know you, we can ensure our recommendations are tailored specifically to your needs and that you can gain the most from your partnership with us.

How we can help

Purchase a commercial property with the help of a SIPP

Investing in a Self-Invested Personal Pension (SIPP) provides opportunities to buy and invest in UK commercial property. Our advisers can help you appraise the potential opportunities this presents to minimise your tax liability and invest in the future of your business.

Enhance your employee benefit offering

Devise and deliver an enhanced package of employee benefits and boost your recruitment, retention and engagement levels among your staff. Whether it’s setting up group medical insurance, a pension or Death in Service scheme, ensure that the benefits you offer your employees are valuable to both you and your team.

Protect your business

In business, as in life, none of us knows what is around the next corner. But with the right insurance cover in place, you can mitigate the worst impacts of any financial losses your business might face should you lose a key employee or your ability to trade is interrupted.

Plan your exit from your business

Whether you’re planning your retirement or you’re selling to move on to a new venture, planning ahead is crucial. Our experienced corporate financial planners will ensure whatever decisions you make, you’re aware of your options and that your personal financial future and lifestyle aspiration goals remain at the centre of your plans.

Identify what you would like to achieve in your retirement and what a fulfilling and comfortable lifestyle means to you

Retirement shouldn’t just be defined by what you’ve stopped doing, but also by what you are now able to start doing. We’ll help you work out what you want to achieve in the years ahead and how much your plans will cost.

Meet our clients

We recently asked our clients how they feel about the service they receive from us. We’re delighted to say that:

100%
of our clients believe that working with us has helped / will help them to achieve their financial goals.
98%
of our clients told us they would recommend BPI to others.
100%
of our clients are satisfied with the speed of response from their BPI adviser and support team.
Business owners
Ken Fleary
Ken Fleary
Business owners
Tony Glyn-Jones
Tony Glyn-Jones

Why choose us?

We fervently believe that financial planning can transform lives and bestow benefits that go beyond just financial gains.

Our work improves our clients’ emotional wellbeing, helps people feel more confident about their money and their future, and delivers a sense of contentment as goals are achieved and aspirations become reality.

Learn more
“23% of clients surveyed rely on their adviser for a more holistic approach to their finances. These clients tend to be the most satisfied with the advice they receive.”

“23% of clients surveyed rely on their adviser for a more holistic approach to their finances. These clients tend to be the most satisfied with the advice they receive.”

Report by Royal London, September 2020: ‘Feeling the benefit of financial advice How professional support helps to improve emotional wellbeing’