Corporate investments

Helping you get more from your business

Your company needs working capital that is accessible when you need it. The company bank account is typically the place for these funds. However, if your business holds more on deposit than required, you may wish to consider investing a portion.

By investing corporate cash, you can achieve a better return than that generated by keeping it on deposit. We will work with you to build a tailored corporate investment strategy that ensures any surplus cash is working hard for you and your business.

Just get in touch today to set up a free, no obligation discussion about your needs.

Is the surplus cash in your business working hard for you?

Here’s how we can help…

Exploring your options

We’ll help you select the right investment vehicles for your needs, considering your objectives, attitude to risk and timescales.

Get in touch to discuss what is concerning you and how we can help.

Tax-efficient investments

Do you worry that you’re paying the right amount of tax?

We’ll help structure you structure your  investments in way that is efficient and beneficial to you as a business.

Extracting profits

You’ve worked really hard and may need help in extracting the financial benefits of all that hard work.

When it comes to withdrawing capital from your business, we’ll advise the best ways to do so in a tax-efficient manner.

Working with your other professionals

We appreciate it’s a team effort to run a successful business.

We’ll work seamlessly alongside your accountants and legal professionals to ensure a joined-up approach to your financial affairs.

Investments carry risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the benefits and risks of each of the investments he has recommended. Mark has been my financial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a financial point of view but also for my life in general. He produced a detailed report that reflected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important financial matters such as my pension, retirement income and inheritance planning.

Corporate client form

In our experience, most businesses do not fully appreciate the risks they are exposed to, or the solutions available to address them.
We can help. Get in touch today for a complimentary, no obligation discussion about what you can do to better protect your business.