FINANCIAL PLANNING & FORECASTING

Wherever you are on your journey, our dedicated financial planning team are here to help you take the next step.

PLANNING IS IMPORTANT FOR YOUR BUSINESS

Whether you’re leading a business or managing your personal finances, our experienced financial planning team bring their expertise to gain an understanding of your situation so that we can help you achieve your ambitions. We’re committed to helping you grow, protect and release your wealth.

Our team will usually employ a four-stage system, starting with our personal approach. There is no ‘one size fits all’ solution, so we take the time to get to know you and your circumstances, which allows us to provide the best solution that will help you reach your goals. We’re straightforward, making sure that everything is carefully explained and is effective for your needs. It is important to us that everything is flexible so that if something changes at your end, we’re there to support you. Finally, we’re always thinking to the future, mitigating your risk whilst protecting your wealth.

Planning For Businesses & Individuals

We have vast experience supporting both businesses and individuals with their financial planning and forecasting requirements. We’ve detailed some more information for you below.

In an unpredictable world, every business needs to have a smart, flexible financial plan. No matter your size or structure, good financial planning makes the difference between thriving and struggling. With markets and society changing faster than ever, mitigating risk and protecting assets and employees has never been so important. The financial planning team can support you throughout the life cycle of your business, offering financial planning around every key stage.

  • Starting a business: income protection and life insurance
  • Employing staff: pensions, incentivisation and employee benefits
  • Growing your business: profit extraction, directors’ pensions and investments
  • Protecting your business: income protection, shareholder protection, keyman insurance and life insurance
  • Selling your business: investment management
  • Retirement: investment management, pensions and inheritance tax planning

Your personal ambitions deserve as much attention as your business.

That’s why our dedicated financial planning team will support each individual clients to help them grow, protect and release their wealth as their lives develop and change. Whether you want to invest assets, make pension contributions or achieve other financial objectives for you and your family, the team can provide you with clear, personal advice that puts you firmly in control.

Our financial planning services include:

  • Wealth management
  • Investments
  • Pensions
  • Personal protection
  • IHT mitigation
  • Retirement planning

Companies

With experts spread across the UK, we’re perfectly positioned to help you with all of your financial planning and forecasting requirements.

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FIND YOUR LOCAL OFFICE

We have offices all over the UK. Click below to find yours.

Testimonials

Barbara Gatward
Barbara GatwardJohn Gatward Packaging Ltd
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"Our accounts are always dealt with in a timely manner, all submissions made efficiently, and reminders sent when action is required from us. Would not hesitate to recommend."
Sarah Fox
Sarah FoxBeckingham Place Manmagement Co
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"Since taking over BPMCO's accounts, my life is much easier. You deal with everything really quickly and nothing has been too much trouble. Sonia is great. Thank you!"
John Webb
John WebbWebb Sight Consultancy Ltd
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"Very reliable and professional, with a quick response time to emails sent to them. They give us peace of mind that our tax affairs are in order, as are Companies House returns, etc."
Michael Shephard
Michael ShephardSandrock Management Ltd
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"I have been impressed by the professionalism displayed by the team. Commitments are consistently met and I'm looking forward to a closer working relationship during the coming months."
Michelle Warner
Michelle WarnerAshdown Travel
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"SKS are great to deal with, very approachable with all levels of staff from Directors to accounts staff and are accommodating with requests."
Wendy Coad
Wendy CoadSURR7
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"Responsive and efficient with clear lines of communication. They have kept us up to date with everything they are working on for us. Everyone very helpful and knowledgeable. Genuine people."
Jason Willett
Jason WillettIsherwoods
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"Always there when we need them most."
Simon Doyle
Simon DoyleKGLighting
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"Very good service and always ready to help with new situations that occur."
Maggie Norgate
Maggie NorgateNautilus 19
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"Quick, structured efficient communication and service."
Fiona Penny
Fiona PennyFiona Penny Bespoke Home Finders
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"SKS Business Services understand me and my business and I trust their advice implicitly."
Stuart Herron
Stuart HerronHerron Consulting Ltd
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"The team are very friendly, supportive and easy to work with. Have been a long term client and have SKS have never failed to support me when I need them - thank you team."
David Ede
David EdeBlackhall RAFA Association treasurer
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"Brilliant professional service delivered by friendly helpful staff, I would and will highly recommend to friends and colleagues."
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