Financial advice Bath and Bristol- Alan Seward
Business financial advice for SMEs

Alan Seward Financial Advisors - personal planning - enriching lives


Enriching business

Financial services for all your business needs

Ensuring the protection of your business and its staff is vital but many company owners are so busy running their enterprises they have little time to focus on this key administrative task.  We offer a wealth of corporate planning advice to small and medium-sized businesses and can undertake the majority of the work for you freeing you up to focus on furthering the success of your company.

What does your business need?

An audit of your business may highlight shortfalls and/or overspend and we can offer advice on the best ways in which to upgrade your financial planning to minimise future risks. We will take time to get to know your business, your plans and your staff and then tailor-make a financial package to suit you.  Businesses go through different phases from start up to major growth and restructure to maybe being put up for sale – we can advise you at every stage to ensure you get the most from your company.

Please use the drop down menu for further information on specific business stages or to speak to one of our independent financial advisors please contact us or call 01225 44 88 32.  

The value of investments can go down as well as up and you may not get back as much as you put in.

Winner - Inheritance Tax Planner at the Professional Adviser Awards 2011 Runner-up - Cautious Investment Planner at the Professional Adviser Awards 2011

 

"We are exceedingly happy with the quality and professionalism we receive - the service is second to none. We are consistently appraised of the options available, progress and completion targets of our applications. The attention to detail to ensure a smooth transition from one lender to another ensures that we maintain optimal performance from our personal and business finance. On a personal level and on behalf of our businesses we would whole heartedly endorse and recommend the services provided by these specialist independent financial advisors."
Paul Warren-Cox – Director, LOGIC CDS LTD and LOGIC CPS Ltd

People, not products
ALAN SEWARD FINANCIAL SOLUTIONS
1a Queen Square, Bath BA1 2HA
Tel: 01225 448832
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PERSONAL FINANCIAL PLANNING
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BUSINESS FINANCIAL PLANNING
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Selling a business & retirement

PROUD TO BE NOMINATED BEST SMALL ADVISER AT THE PROFESSIONAL ADVISER AWARDS 2011
Alan Seward Financial Solutions Ltd is an appointed representative of Intrinsic Wealth Management.
Intrinsic Wealth Management is a trading style of Intrinsic Financial Planning Limited which is authorised
and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the
FSA Register (http://www.fsa.gov.uk/register) under reference 440703.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and
is therefore targeted at consumers based in the UK.
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