Strategic planning

Business advisory

Our small business advisory service combines strategic planning, corporate finance, tax planning and financial services to help you achieve your personal and professional goals. Whether you’re looking for business advisors for startups, or you need funding advisors for business growth, our team of knowledgeable experts can help.

Our holistic approach to business advisory services allows us to work alongside you as a member of your team. We’ll help you to create a strategic business plan, and keep you accountable so your dreams and ambitions become a reality.

Strategic planning

Our Strategy Days involve your advisor spending a day at your premises, identifying your hopes, goals and dreams, and then helping you to create a plan for achieving them. Whether that’s a one year, five year, or ten year plan, we’ll be by your side every step of the way, supporting you as much or as little as you need.

Corporate finance

If you’re a small business owner looking for funding advisors, dreaming of business growth, we can help. Our specialist corporate finance team have experience in raising finance and completing deals for clients, from management buy outs and mergers and acquisitions, to invoice factoring and accessing alternative sources of funding. After over thirty years in the industry in Sheffield, we’re able to draw on a pool of contacts to help you achieve almost any financial goal.

Tax planning

Our tax and business advisory services could help you to maximise your tax efficiency and prepare for the future, saving you money and avoiding any unnecessary inquiries from Her Majesty’s Revenue and Customs. Our highly skilled team of tax experts will make sure you don’t miss out on the available tax reliefs and credits, and may even be able to help you apply for Research and Development (R&D) tax credits.

Financial services

In addition to our team of business financial advisors, we also have an in house Financial Planner who can explain your options for mortgages, pensions and life assurance, as well as relevant business insurance products, such as Key Man Insurance. An initial consultation is free of charge, and we could help you save money on your current deals, so it’s worth a conversation. 

Get a helping hand for your business.