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Business owners

Business owners

Future-proof your business

No matter how successful your business is, its future could depend on how well you’ve prepared for the unexpected.

You could own a small family business. Or you could run a large international company. Whatever the size of your operation, it’s often hard to make time for planning its financial future, especially when there’s so much to do in the here and now. Plus it’s not easy handling the many challenges of corporate tax planning, managing your commercial property, workplace pension advice and employee incentives.

So why not let us make the process easier? Whether you’re an owner, director or shareholder, we can advise you on how best to protect your corporate wealth and get full value from your business in the future.

This covers everything from effective pension strategies, auto-enrolment and group pension schemes, to protecting your key people. Whatever the unique needs of your company, we’ll help you build a solid financial plan that will stand you in good stead for years to come.

We can help you:

  • Protect your business against the unexpected loss of shareholders and key people
  • Manage group pensions in a tax-efficient way
  • Keep up to date with policy changes and your legal obligations
  • And more besides…

Our culture aligns with yours

Serving businesses across the UK from our Head Office in Rainford, Merseyside, our core values underpin everything we do. Our aim is to align our culture with our clients. That way, we can build long-lasting relationships with each and every business we support. So even though they’re our values, they’re actually much more about you.

Our values

  1. We care

It’s in our nature, but also to our clients’ benefit. We deliver the best results by listening, understanding and respecting one another. This is how we build trusting, lasting relationships within our business and with all our clients.

  1. Insatiably curious

We’re naturally inquisitive and eager to explore new ways to continually improve. Never, ever complacent, we don’t like to rest on our laurels. And it shows in the innovative advice we give.

  1. Better together

We’re open and approachable people, making financial planning something to look forward to, rather than worry about. We believe that working together in partnership is the key to successful outcomes, in every aspect of life.

Advice as unique as business

If you’re going to grow your business long into the future, you need expert advice that fits your exact needs. So let us remove all the time, guesswork and hassle out of the process, with genuine, tailored advice from people who care.

Business protection is often overlooked. Yet if the unexpected happens – which it often does – it’s best to be prepared so your business doesn’t suffer.

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Services in this section:

Directors are key to growing a business. So if something serious happens to your senior people, it can have a huge impact on your operation.

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While the benefits package you offer your people may seem about them, it’s actually your business that has most to gain.

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Services in this section:

What our clients say

I was recently widowed and wanted advice to help with investing money and consolidation pensions to plan for my retirement. Allisons helped by being completely transparent in how they could help me and what my best options would be based on my risk assessment.

 Mary, Liverpool

I’ve used Allisons a few times for mortgages and remortgages and really can’t recommend them highly enough – they really listen to what it is I’m wanting to achieve and quickly find products that match that. Their advice is excellent: so well-informed but easy to understand, which helps me feel confident in making a decision, rather than just feeling railroaded into anything. I’ve found them very warm and helpful on every occasion.

Nic, Wirral

Allisons provided me with a full service, from organising life insurance to arranging health cover and pension. The service was tailored to my needs and levels of cover, and the different options available were clearly explained. The team who dealt with the administration of putting the policies and coverage in place were professional and patient.

Tom, London

Allisons listened to my concerns and advised in the best possible way where my divorce settlement pension and my own pensions would work best for me. I am financially better off now than when I worked. Allisons truly had everything covered

Sue, Cheshire

I have used Allisons’ services for a number of years now and have found them to be superb. Allie is the utmost professional who clearly listens to and understands the needs and expectations of her customers and is able to translate them in to a financial package to suit. I look forward to working with Allisons for many years to come.

Adam, Lancashire