As a business owner or decision maker within a business, making financial decisions to ensure you comply with your statutory obligations, retain good staff with employee benefits whilst protecting your own company assets and wealth in a profitable and tax efficient way, can often be a difficult balancing act.

Circle Financial Services Limited can work alongside Circle Insurance Services Plc to ensure your financial and insurance needs are met in a comprehensive and cost efficient way.

Circle Financial Services Limited is able to assist new start-up or established businesses in reviewing their affairs.  The team is experienced in working alongside other professionals such as legal advisers and accountants in managing the exit strategies of key personnel such as retirement planning or the sale/ acquisition of firm shareholdings.

Here are some of the many areas of advice we can cover;

  •          Employee Schemes including flexible benefits and salary exchange options;
  •          Employee and Directorship pension planning options including Auto Enrolment obligations;
  •          Shareholders, Share Purchase and Key Person Protection;
  •          Corporate monies and asset management;

Our holistic approach always considers tax, trust and succession planning opportunities wherever appropriate in association with the company's other professional advisers.