BUSINESS FINANCIAL PLANNING

BUSINESS FINANCIAL
PLANNING

... because we all start small and dream big.

Business financial planning…

As you may expect alongside our accountancy, we often provide advice for business owners. This broad topic has many planning opportunities and may range from Director’s pensions through to protecting your shareholding using specialist insurance.

Our advisers make sure that we take time to understand your business and what is important to you.

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HAPPY CUSTOMERS

WE LOVE TO HEAR FROM OUR CLIENTS ABOUT THEIR EXPERIENCE WITH US…
THEY’RE ALWAYS SO HAPPY!

GWEN, WEST SUSSEX

A happy client…

I like that my adviser recommended that some investments should be left where they were (not managed through LB) and some could be managed in a wrapper by LB.

HARRY, WEST SUSSEX

A happy client…

Our adviser took time to understand what we were looking for, and was always willing to invest time to fully explain all our options to us.

CHARTERED STATUS

TRUSTWORTHY | RELIABLE | PROFESSIONAL

With Chartered status, we are one of
the leading financial planning practises
in the Chichester area.

NMA TOP 100

PROGRESSIVE | ETHICAL | ORIGINAL

The New Model Adviser Top 100 award
celebrates the best of the UK professional
financial planning community.

VOUCHED FOR

EXPERT | ACCOUNTABLE | TECHNICAL

Our financial advisors are checked against
a stringent vetting process and reviewed and
vouched for directly by our clients.

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