Corporate Financial Planning

In the commercial arena, your success depends upon a combination of factors that are unique to your business. An excellent product or service; the exercise of leadership; mitigation of risk; optimisation of opportunities and the protection of your business’s most precious asset – your management team and employees.

Corporate financial planning is more than arranging pensions and employee benefits; it is about integrating planning principles into your business. This means you are sharing your business goals and making sure you are in the best possible position to achieve them.

At OCM Wealth Management Limited, our Chartered Financial Planning specialists can help you realise those ambitions, deliver on your obligations and relieve you of the day-to-day decision-making burdens associated with corporate financial planning.

Main areas of advice will be:-

  1. Key Man and Shareholder Protection
  2. Corporate Investment
  3. Corporate Pensions
  4. Employee Benefits
  5. Auto Enrolment

To discuss your planning needs whether they are as a Director or for the company please contact us, we would be delighted to listen and understand your objectives.