Corporate Advisory

Corporate advisory to help protect your business, support key people and plan for ownership changes.

Advice for business owners and leadership teams.

From shareholder protection and key person cover to wider corporate planning, we help you put arrangements in place that keep the business resilient.

We keep recommendations practical and aligned with how your company actually operates.

What we advise on

Personal and executive cover structured around directors' roles and risks.

Protecting the business if a critical person is lost.

Agreements and cover that keep ownership transitions orderly.

Investing company surplus with tax efficiency and long-term purpose.

Introduction

A short call to understand your position and whether we can help.

Discovery

A full review of assets, pensions, protection and objectives.

Recommend

A written plan in plain language, with costs stated clearly.

Review

An annual formal review, and a call whenever something changes.

Common questions

Yes. We often advise the company and its directors together, so commercial and personal planning stay aligned rather than pulling in different directions.
We are paid by fee, commission, or a combination — always agreed with you in writing before any work begins. There are no hidden charges.
No. We are independent and whole-of-market, so recommendations are based on what fits your objectives, not on a product shelf.
Regularly. We coordinate with your professional advisers so recommendations fit the wider commercial picture.