Sam bowrey - financial planner
Sam bowrey - financial planner
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    • Pensions Retirement
    • Investments Savings
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    • Cashflow Planning
    • Commercial
  • Tradespeople
    • Tradespeople
    • Pensions for Tradespeople
    • Protection for Trades
  • BLOG
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  • More
    • Home
    • About
    • Services
      • Pensions Retirement
      • Investments Savings
      • Protection
      • Inheritance Tax Planning
      • Cashflow Planning
      • Commercial
    • Tradespeople
      • Tradespeople
      • Pensions for Tradespeople
      • Protection for Trades
    • BLOG
    • Contact

  • Home
  • About
  • Services
    • Pensions Retirement
    • Investments Savings
    • Protection
    • Inheritance Tax Planning
    • Cashflow Planning
    • Commercial
  • Tradespeople
    • Tradespeople
    • Pensions for Tradespeople
    • Protection for Trades
  • BLOG
  • Contact

Commercial

Man Writing Financial Notes on Paper

Is Financial Planning Just For Private Clients?

Financial planning can be as equally beneficial for businesses. That's why I offer specialised and tailored financial planning to business owners. My typical commercial clients approach me with the following questions. 


-Can my company make investments? 

-Should I be making larger pension contributions through my business? 

-Is there any way I can protect my business interest if my business partner fell ill or passed away?


Your commercial enterprise supports your own private wealth and that's why I provided dedicated advice to help you make informed financial decisions for your business too. I am also more than happy to open the conversation with your business account. 

William Dixon & Associates Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. William Dixon & Associates Ltd is registered in England & Wales no. 7167341. Registered Office at William Dixon & Associates Ltd, Hartham Park, Corsham, Wiltshire, SN13 0RP. The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.


Approved by The Openwork Partnership on 14/05/2024.

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