Working with Businesses
Businesses need financial planning too. From protecting against risk to looking after employees, planning strengthens companies.
How I help
I support owners and directors in three core areas.
Employee Benefits
Pensions, group life, healthcare
Business Protection
Key person cover, shareholder protection, relevant life
Succession
Plan ownership, tax efficiency, smooth transitions
Why it matters
Losing a key person, poor succession planning, or weak benefits harm continuity and retention.
Case study
A firm with 25 employees implemented pensions and life cover, boosting retention.
Who I work with
I work with people who value clear advice and steady progress.
- Business owners
Who want structure, liquidity and sensible protection - Charity trustees
Who need compliant, transparent processes - Family trusts
That require careful coordination - Senior professionals
Planning the next stage - Pre-retirees
Who want to understand their options - Trustees or deputies
Who need a steady hand
Why choose me
Chartered status with years of practical experience
Independent, whole-of-market access
Clear fees explained before any work begins
Local presence in Reigate with flexible meetings across Surrey and online
Plain-English guidance with minimal jargon
Steady process from first call through ongoing review
Beyond Finance
Life isn’t all about money. Family and golf keep me grounded. Community contributions:
Run Croygas Pan Disability FC
supporting players of all abilities
President of local Round Table
raising funds for charities
Former school governor
and NED for small businesses
My values outside work shape my approach inside it — integrity, empathy, and service.
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