"We have been utilising Samuels Financial's services for 12 years in managing the company's financial matters including rectification of a poorly setup employee pension scheme which is now managed well with regular meetings." Anthony Poole, MD Pure Synergy Group Limited, Manchester

"We have worked with Samuels Financial since our fledgling business years. Always ready to challenge the conventional and provide a refreshing business perspective on diverse matters, Samuels Financial remain a trusted business partner." Nick Wright, Creative Director, Studio North

Samuels Financial – Advisors who believe our service is about building relationships and helping you with all your personal or corporate financial needs.

We take the worry out of your life, with a life assurance service which is personal and tailored for you.

"Samuels Financial helped me to put my pensions, investments and life insurance into order. Now I know where I am going with my financial future and retirement planning and I feel more confident with Samuels Financial by my side." Ashok Shah, Manchester

"Samuels Financial have acted as our financial advisers for more than 10 years. They combine a first rate knowledge with a friendly and personal touch. We would have no hesitation in recommending their services." Lyn & Malcolm Waite, Liverpool

Samuels Financial – Giving you solid advice and help about your pension plan, as well as helping you choose the pension which suits your needs.

Choosing the right savings plan for you can be a life changing decision, let Samuels Financial help you find a savings plan that’s right for you.

Business

Running a business today takes a great deal of hard work and commitment. The pressures of maintaining the pace in competitive markets mean that the future wellbeing of the business tends to take priority over time spent on planning your own financial objectives.

Increasingly, employers are expected to take greater responsibility for employee wellbeing as the Government moves more of the welfare burden onto employers. In addition, as a director you need to look after your own increasingly complex personal financial affairs.

As always, good planning is key to ensuring financial security over the longer term. Samuels Financial can help you to develop an effective financial business strategy by considering the following areas in relation to your business:

  • Creating financial independence from your business
  • Ensuring cash assets in the business are invested to maximize returns and tax efficiency
  • Establishing an effective exit or transition strategy *
  • Structuring your remuneration tax efficiently and cost effectively
  • Arranging appropriate agreements and insurance with your fellow shareholders to resolve disputes and maximize tax efficiency *
  • Identifying and mitigating the liabilities that could be created by the loss of a key person
  • Making corporate cash surpluses work harder for you
  • Risk management

By taking time to understand your business, we can help you meet your aims, so you can concentrate on what you do best - managing your business.

As well as being experts ourselves, we have access to other specialists who are up-to-date with the latest ever-changing minutiae of their specialist area so that, through one relationship with Samuels Financial, your business can benefit from superior advice in every area of corporate financial planning, helping you to deliver your short and long term objectives.

Contact one of our corporate advisers to discuss your own business strategy in a pressure-free and confidential environment.

* These services are separate and distinct to those offered as a representative of the St. James's Place Partnership.


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