Business financial planning

Business financial planning

Running a business is hard work, with its own set of financial challenges and opportunities.

Financial planning for your business ensures that your hard work is rewarded and that your business can achieve its long-term goals. Our experts can analyse your current financial situation and provide advice on how to meet your objectives, how to grow, and how to protect your business from unforeseen events. We can even help you sell your business with an effective exit plan.


  • Commercial lending

    We’ll review your business’s financial situation, liaise with lenders, and find you the best commercial mortgage for your needs.

    Find out more

  • Partnership protection

    Prepare for any unfortunate circumstance to help the partner’s family, remaining partners, and the future of the business.

    Find out more

  • Key person insurance

    Put the right protection plan in place so your business doesn’t suffer if the worst should happen.

    Find out more

  • Corporate protection

    If one of the shareholders in a company becomes critically ill or dies, you need to be protected.

    Find out more

  • Corporate financial planning

    With the right plan in place, you’ll be in a better position to meet your short and long-term business goals.

    Find out more

  • Exit planning

    Plan for the future so you have everything in place for a successful exit from your business.

    Find out more

Client stories

Get in touch

Want to have a chat about your finances?

  • Call us

    0800 6342 111

Book a free consultation

If you have an enquiry, please complete the form below. We look forward to hearing from you!

Please enter your full name.
Please enter your email address.
Please enter your contact number.
Please enter your message. (Website URL not accepted)
I am happy for Simpson Financial Services to contact me via email with useful updates about relevant financial news and their products and services.
You must read and accept Data Protection Statement