At Evans & Partners we like to take a holistic approach to looking after our clients. We partner with other specialists to make sure all aspects of business life can be covered.
Our recommended partner offering Independent Financial Advice for Personal and Business Clients is Aspirations Financial Advice Ltd.
Aspirations IFA are mostly focused on making and protecting investments, recognising that a business is a major investment in itself and, as such, a vehicle for a business owner’s life plan. They offer a service to business clients including:
- planning for retirement
- advice on pension fund(s) use to support business activities i.e. purchase of a commercial property or a pension fund loan to help with cash flow
- key person insurance
- protection for shareholders
- protection for loans
- success and exit planning.
If you would like a referral to our IFA partner please fill in the form below with details of your requirements.