Services for business owners and companies.

Running a business is complicated enough; we can help by looking at your business and finances to ensure you have an excellent long-term strategy.

Harmonic Financial Planning provides a wide range of services to businesses and business owners.

Our services include:

  • Employer or workplace pension schemes, including sustainability-focused schemes. We've worked for some of the UK's leaders in sustainable finance, such as Client Earth, Carbon Tracker, Greenpeace, Vivienne Westwood Ltd and WWF-UK.
  • Insurance reviews - including Key Man, Death in Service and Relevant Life Policies.
  • Property purchase for business owners, including owning commercial property within pension schemes (Group SIPPs and SSAS)
  • Pension arrangements for business owners and Company Directors
  • Purchasing unlisted shares within a pension scheme

Our Approach

We’ve designed our solution to align with your values and beliefs, all while working towards your long-term financial goals.

We take a two-step approach to this. First, we use a straightforward questionnaire to gain insights into your concerns. Then, we engage in a more in-depth conversation about your values and beliefs to explore how we can align them with the investments we choose.

Thanks to our independent status, we have the flexibility to pick from a wide range of funds and products across the entire UK investment market. This empowers us to pinpoint a tailored solution that suits your needs perfectly.

At your annual review, we:

  • Update your circumstances
  • Discuss the financial performance of your assets
  • Discuss any relevant tax changes with you
  • Make recommendations concerning your service

Services We Offer

Contact Us

We'd welcome an initial discussion, and a first appointment can be booked using the links below.

If you require advice based on specific circumstances, contact our professional advisors.

[email protected]   |   +44 2038598921

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