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Financial Advisers

Corporate planning

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Why not get financial advice for your business?
Running a business can be highly rewarding, both personally and financially, but it can also be hard work! Seeking advice from experts can help your finances run more smoothly and so allow you to focus on the day-to-day matters that contribute to making a profit. It doesn't matter if you've been in business for years or if you're just starting out and are exploring the idea of working for yourself. The fact is that businesses don't run themselves. You can't be an expert in everything, so it's a good idea to seek guidance from an experienced financial adviser, someone who can assist you with the financial matters that are the foundation of every successful business.
We offer a range of tax efficient solutions for business owners to ensure your business is fully protected against the unforeseen. As a Fincial Avisor we can offer you advice on all areas of business financial planning, from regulatory changes, to tax-efficient solutions for directors and business owners; from insuring your business, to protecting your employees' future financial well being; as well as ensuring the business is protected if you or a key employee can't work.

Business protection 

Is your business covered for any adverse financial effects that might arise as a consequence of your death or the death or serious incapacity of a key member of staff, partner or shareholder?
Business protection can be especially important to smaller businesses, who rely on key individuals to keep them running and to make a profit.
There are two main types of business assurance: 

Key man

This is used to inject a cash lump sum into a business in the event of the loss of a 'key person'. A key person may be a top salesman, a key designer or someone whose death would have a direct and adverse effect on the company’s income. Usually it takes the form of a term assurance policy whose sum assured either covers a temporary replacement or loss of profit until a new person is found. The level of cover should be worked out with your financial adviser.

Partnership / Director share purchase.

This deals with protecting the families and co-owners in the event of the death of one of the partners or directors. Each party agrees beforehand the value of his or her share of the business and a combination of term assurance policies and legal documents are required to ensure that in the event of a partner's or shareholder's death, the remaining owners have a sum in place to buy out the family of the deceased for a fair amount. This helps keep the business running and can stop it being sold at the wrong time or to a competitor.

Personal accident & permanent health

Have you considered insuring against your own serious illness or death? How would your dependents deal financially with the loss or incapacity of the main earner? As we are not tied to any bank or insurance company, we can offer a wide range of advice and financial products to business owners and work alongside or recommend specialists to complement our own services.
All initial consultations are without charge or obligation, giving business owners an opportunity to find out about the benefits of good financial advice.


The plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse. The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents

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Gary Jones trading as Chewton Financial Planning is an appointed representative of The Whitechurch Network Limited which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 190859

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