Corporate Planning

Many of our personal clients are business owners and we support our clients with various financial planning needs in this area.

Business Protection & Life Insurance

Here at Meriden we can help protect your business, employees and family against the financial impact of death or serious illness. By assessing your business structure, liabilities and long-term objectives, we recommend tailored protection solutions designed to maintain stability, cover key financial commitments and provide peace of mind.

Key Person & Shareholder Protection

The loss of a key employee, director or shareholder can have a significant impact on a business. We help businesses put appropriate protection in place to support continuity, safeguard company ownership and provide funding solutions that can help remaining shareholders retain control and minimise disruption.

Corporate Investment Planning

Holding surplus cash within a business without a clear strategy can limit long-term growth potential. We work with business owners and directors to create corporate investment plans aligned to company objectives, risk tolerance and liquidity needs, helping businesses make more effective use of excess capital in a tax-efficient way.

Director Pension Planning

We provide tailored pension planning for company directors, helping structure personal and employer pension contributions in a tax-efficient manner. Our advice is designed to help directors maximise available allowances, plan effectively for retirement and integrate pensions into their wider financial strategy.

Auto-enrolment & Workplace Pensions

We support businesses with the implementation and ongoing management of auto-enrolment and workplace pension schemes. From selecting a suitable provider to helping maintain compliance with pension regulations, we provide clear, practical guidance that supports both employers and employees.

The FCA does not regulate aspects of corporate services.

here to help

Contact Us

If you would like more information or wish to book an initial meeting, at our expense, please contact us and we will be happy to help.

Enter your details using the form and someone will be in touch with you or contact us directly below.

01384 884888

info@meridenfp.co.uk

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Financial Planning

Alternate Services

Financial Planning

Part of our client’s journey will be establishing specific financial objectives. This will vary between our clients and creating a personal financial goal for our clients will form the basis of all recommendations. We will also include assessing our client’s attitude to investment risk, capacity for loss and knowledge, all of these areas will form the basis of our recommendations.

Mortgages

We have many years’ experience advising clients with their lending requirements including First Time Buyers, Clients coming to the end of their current mortgage deals, Buy To Let mortgages, Limited Company Buy to Lets. We pride ourselves to go the extra the mile using our experience to advise the most suitable mortgage for our clients.

I own my own company, do you offer financial advice for businesses?

Yes, we offer financial planning advice for businesses. Our local business financial advisors are fully qualified and experienced in business financial planning advice and everything that entails. If you have any questions, please get in touch to see how we can help you.

I am worried about inheritance tax - can you help?

There are several ways to reduce an inheritance tax bill, which can help maximise the value of your legacy. We can advice the most efficient way forward that is appropriate for your circumstances.

When should I start planning my retirement?

As retirement nears, it pays to be prepared. At Meriden Financial Planning Ltd, we offer financial advice for decisions that can shape retirement plans for the rest of your life.

I have multiple pensions but I don't know what to do with them, can you help?

Throughout your working life, you may accumulate several pensions from your employers or from a private personal pension. Our independent financial advisers can help to review your existing pensions, advise on your options and what you can expect to receive when you access them.

What is equity release?

Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both.

What type of insurance and protection do I need?

Financial protection can cover several options, from life assurance to income protection and critical illness cover. At Meriden Financial Planning Ltd, our financial advisors can match your requirements with many protection and insurance products on offer across the whole of the market.

Can you help finance Buy To Let properties?

Whether you are considering your first buy-to-let property purchase or looking to increase your existing portfolio, Meriden Financial Planning Ltd can help with buy-to-let mortgage advice that will help you choose the most appropriate mortgage deal on the market.

How can you help me when I remortgage my property?

When coming to the end of your current mortgage deal, Meriden Financial Planning will compare the options from your current providers and providers across the market and advice the most appropriate solution.

I am looking to buy my first house, what do I need to do?

Meriden Financial Planning Ltd can help with first time buyer mortgage advice that will help you choose the most appropriate mortgage deals on the market. Contact us to book your consultation.

Do I really need financial advice?

An independent financial adviser can give you advice about managing your money or help you with specific needs or goals. You may require someone to help you understand complicated financial jargon, or simply need independent financial advice you can trust.