Business Financial Planning

Alextra Wealth Management assist business owners and directors to ensure your hard work in growing and running your business is rewarded to maximum effect financially.

Our financial planners can assist in:

Understanding your business wealth management goals also enables us – if required – to advise on personal and family financial strategy for business owners and directors.

As a reminder, Alextra Wealth Management can assist in the following key areas of financial planning for now and the future.

Personal Financial Planning

Business Financial Planning

Wealth Creation, Management and Protection

Retirement Planning

Investment Risk Management

Tax Planning

 

A Pension is a long term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.

Tax treatment is based on individual circumstances and may be subject to change in the future.

The Financial Conduct Authority does not regulate tax planning.

Equity release may require a lifetime mortgage or home reversion plan. To understand the features and risks, ask for a personalised illustration.
home reversion plan. To understand the features and risks, ask for a personalised illustration.

 

If you’d like to speak to a financial planner, please call 01270 250800 for an initial free consultation or click on the button below to submit an enquiry.

 

Alextra Wealth Management Ltd is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.

Alextra Wealth Management Ltd is registered in England and Wales under reference: 05541620. Registered and trading office address: 7-9 Macon Court, Crewe, Cheshire, CW1 6EA.

The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.