01873 857 541
RJS Financial Ltd    |    Abergavenny    |    Monmouthshire

Corporate Financial Planning

RJS Financial Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

Corporate Financial Planning

RJS Financial Ltd provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them to the flexibility of being able to choose their own employee packages from a range of options you set. Working with RJS Financial Ltd means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole-traders, there are many aspects of the business that we take into consideration:

Corporate Financial Planning Advice

  • Group pensions
  • Corporate insurance
  • Corporate financial planning
  • Employee benefits arrangements

Pensions

Everyone looks forward to a comfortable retirement. So, how can we help you to try to achieve it? Making the most of your existing plans or starting to save for the first time...
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Investment

Whether you are looking to build up a lump sum, want to review your existing investments or put into place an investment portfolio...
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Protection

A major concern for many clients is "what if something happens..?" Protecting yourself and your family in the event of the unexpected happening...
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Mortgages

If you are buying a new home or want to make sure that your existing mortgage is the best one for you. Buying your home is probably the most important investment you are likely to make and it is crucial that you organise your finance on the best terms to suit your individual circumstances...
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Get In Touch

RJS Financial Ltd
Castle Studios,
13 Lower Castle Street,
Abergavenny,
Monmouthshire NP7 5EE

Tel: 01873 857541
Email: info@rjsfinancial.co.uk

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