Financial Services

Whether you're a starting up or exiting a business, Tree can help create a structured financial plan that supports your overall objectives and ensures you reap the maximum rewards.

Financial Services

We believe you should plan for your financial security as rigorously as you plan for your business success. To achieve this, you need a financial adviser who not only understands you and your business but will closely work with you to ensure you reap the maximum rewards. As your growth partners, our team of experienced financial advisers will help you make the most of your business assets and create a structured financial plan that supports your overall objectives. And it doesn’t matter where you are in your life-cycle. Our services apply to all businesses, from start up to exit.

How we can work together

When considering the financial planning for your business we can work with you in a number of areas, including:
  • Creating financial independence from your business
  • Ensuring cash assets in the business are invested to maximise returns and tax efficiency
  • Extracting profits of your business in the most tax efficient manner
  • Implementing and managing workplace pensions
  • Identifying and mitigating the liabilities that could be created by the loss of a key person
  • Setting up shareholder protection to ensure your business is protected in the unfortunate event of a death
  • Establishing an effective exit or transition strategy
  • Finding the right commercial mortgage

Personal financial planning & advice

We can also look at your personal financial planning and advice, providing:
  • Investment planning for income and/or growth
  • Retirement planning strategies for pre and post retirement
  • Personal protection such as life cover or income protection
  • Inheritance tax mitigation and estate planning
  • Finding the best residential mortgage
To arrange a no-obligation financial planning review, please call us on 0161 220 2920 or email us at abbie@treeaccountancy.co.uk Tree Financial Services are provided by Capstone Financial Management Ltd who are a Partner Practice of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Capstone Financial Management Ltd is registered in England & Wales No. 09225559. Registered Office: Manor House 35 St. Thomas’s Road Chorley England PR7 1HP.