Skip to content

Financial planning

Plan ahead with confidence.

From starting up to selling up, advice for every stage of your business.

We help you plan for the future of your business through every stage of its development. Personal clients can also benefit from sound financial planning throughout their lives.

  • Advice for new businesses on bookkeeping and record keeping
  • Assistance with new company formations
  • Advice on the best business model for you: sole trader, partnership or limited company
  • Advice on how to remunerate yourself from your business
  • Cash flow projections and business plans for third-party funders such as banks, building societies or grant-awarding bodies
  • Advice on the implications of asset purchases, changes to your business structure, distribution of profits, retirement from your business, and business sales and purchases

Not sure where to start?

Give us a call or arrange a meeting with one of our directors, at our Glenrothes or Leven office or at your place of business.

Call 01592 610388