01283 761866

Financial Planning for Directors

What is Financial Planning for Directors?

As a business owner, director or partner you have the privileged position of being able to organise your financial affairs in the most tax efficient and cost effective way.

You also should consider that you are most likely to have a greater need for more sophisticated protection and estate planning to ensure that the business, and in turn you and your family, are protected from unforeseen events.

What should be considered in Financial Planning for Directors?

−     Directors Retirement Planning
 Key Person Protection
 Shareholder and Partnership Protection (or Owner Protection)
−     Tax efficient Commercial Property Purchase
−    Tax efficient Life Cover – Relevant Life Plan

Jay Financial can take you through all the options available, to ensure you tailor your cover to suit your needs.
Email jackie@jayfinancial.com or Call 01283 761866.

Regulatory Statements

Jay Financial is authorised and regulated by the Financial Conduct Authority

FCA Firm Number: 450655

Telephone : 01283 761866

Partners (advising) : Jacqueline Fancourt

Partners (non-advising) : William Fancourt

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FCA consumer website - The Money Advice Service - please click here

To verify our status with the FCA, click here and key in our FCA number: 450655