Running a business today is more than a full time job. Increasingly, employers and business leaders are expected to take greater responsibility for employee well-being. As a Director it is also important that you look after your own increasingly complex personal financial affairs.


These essentially mirror the issues found in peoples personal lives, they are often overlooked or not even considered by the majority of businesses.


We will help you to determine what issues are important to your business and design solutions to meet them.


These will include but are not limited to:


Corporate Financial Solutions


bullet-point Keyman Insurance
bullet-point Shareholder Insurance
bullet-point Company Wills and Cross option agreements
bullet-point Company Pension Schemes
bullet-point Employee Benefits
bullet-point Balance Sheet Investment
bullet-point Commercial mortgages
bullet-point Tax efficient means of rewarding key staff and directors


To achieve the above we will work in tandem with your current tax advisor.


The Financial Conduct Authority does not regulate commercial mortgages and will writing.


Your home may be re-possessed if you do not keep up repayments on your mortgage.


There will be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate that it will be £99.

Watson Financial Ltd is an appointed representative of CAERUS Financial Limited which is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register (www.fca.gov.uk/register) under reference 497604.
Registered in England & Wales number: 06986949. Registered Office: 1A Fore Street, Bridestowe, Okehampton, Devon EX20 4EL.

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