Business Financial Planning

Through these key alliances, we are able to offer a range of services and expert advice in business financial planning incorporating:

  • Employee benefits and group schemes
  • Tax planning
  • Business continuity/ succession planning
  • Business assurance (Buy-and-sell agreements, keyperson assurance and deferred compensation agreeements)

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The advice provided by Southwood Financial Planning is holistic, covering all aspects of your financial portfolio. We believe that sound financial planning is about efficiently managing risk, savings and investments, wealth creation and estate planning.

We are an independent firm that is geared to providing objective and well-researched, fee-based financial advice to small businesses and individuals. Our financial planners work in partnership with an established network of associates including accountants, lawyers, tax specialists, short-term insurers and investment professionals.