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Licensed trade financial services

Advice for the hospitality Industry

Our licenced trade financial services advisers will work with you to find the financial products and services that best fit your individual circumstances. When you’re running a business, you have a complex and wide-ranging set of financial needs, interests and responsibilities. Familiar with the issues you face, our team can help you get the best outcomes for the business and the right financial protection for your family.

Finding the right mortgage

When you’re buying a business with a property attached, finding the right mortgage is a critical part of your business planning. We’ll get you the help you need so you don’t have to spend days wading through the web searching for the deal that best suits each specific scenario. And if you’re looking for bridging finance to help you over a short-term cash-flow problem, just let us know.

Protecting your business

When it comes to events that might cost you serious money or even threaten your business, buildings and contents insurance are just the starting point. We find you hospitality trade insurance (link to insurance page) that covers you for key critical risk factors business, so you can sleep at night knowing your business is set to survive whatever is thrown at it.

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Providing staff pensions

Even if you’re not planning to offer pensions immediately, the introduction of auto-enrolment means you soon won’t have a choice. Talk to our pensions experts, and they will explain exactly what’s involved and seek out the scheme that best meets your needs.

Looking after your family

Our partner financial advisers can help you with life insurance plus both critical illness and income protection schemes, ensuring your family an income in the event of your illness or death. We can also help you sort out all the fine detail of wills, trusts, estate planning and inheritance tax, making sure that as much as possible of what you’ve worked for goes to the people you love rather than the tax man.

Investment planning

As your business becomes successful, we can help you find the best way to invest the cash you generate. From ISAs to Buy-to-Let mortgages, our advisers will explain what’s involved and work closely with you to find out what investments will suit you best.

To find out more, call us on 0845 838 8836 or click here to email us.

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