Financial Planning

Our commitment is truly independent financial advice regardless the business relationship. We have a very qualified and experienced financial advisers' team to provide you with dependable professional financial advice and guidance for personal and corporate planning.

Whether yours is a new or a mature business, ensuring that you have the necessary finance is essential for achieving your objectives. Indeed, one of the most common causes of business failure is badly structured or inadequate financing. The services include:

• Wealth management
• Conduct a feasibility study of your projects
• Decide on the most suitable sources of finance - personal capital, bank overdraft, long-term commercial loans and mortgages, national and regional agencies, venture capital, or equity capital
• Prepare the necessary business plan, forecasts, prospectuses, etc.
• Present your proposals to your chosen finance source
• Arrange a disposal, merger/acquisition, or management buyout/in
• Mortgage and loan finance
• Savings and investment
• Estate planning
• Protection policies for sickness and death
• Retirement planning

This is an important additional service as it will provide you with one stop advice on all financial matters, and for us, it gives a greater insight into your goals and ambitions for the future, which we can be instrumental in helping you to achieve. The service is highly accessible as Podder & Associates can see you either in our offices or if you prefer, visit you at home or at your place of work. Our experience and support systems will ensure that the recommendations and advice you receive are entirely suitable for your needs.

Our expertise and contacts will help you open doors that may otherwise have remained closed for you. So, please Contact us.