Financial Planning

for your Business

We provide consultations to business owners on Workplace pensions and on Business related Insurances. Since the roll-out of Auto Enrolment* pensions many companies are looking to review their arrangements and seek a better understanding of the value that their scheme can give to their workforce, contact us to arrange a review.


To help protect business from the unforeseen we advise business owners on Key Person cover and Shareholder Protection arrangements. These are designed to mitigate potential risks and shocks to the business as well as protect the assets of the shareholders. We work closely with the business Accountant in these matters and this helps ensure that the advice is exactly tailored according to the need.

*Auto-Enrolment is not regulated by the Financial Conduct Authority. 

Argentum House 

510 Bristol Business Park

Coldharbour Lane 

Bristol BS16 1EJ


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T: +44 (0)1179 063 431


Plan Financial is a trading style of Plan Financial Limited which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority ( under references 440703 440718. Plan Financial Limited, registered office: 510 Bristol Business Park, Coldharbour Lane, Bristol, BS16 1EJ. Company number 9378889. Registered in England and Wales.