We’re a family business with a big heart and a warm welcome, based in Liversedge, West Yorkshire. We combine the use of the latest technology with the traditional 'face to face' approach, providing Investment, Pensions and Protection advice to business owners and professionals across Yorkshire. We’re passionate about helping people and we’re certified Independent Financial Planners. We offer a free pensions audit review to help you understand where your investments are being held and then we help you plan for your retirement and in some cases consolidate your pension provisions for easier and more effective management. Retirement planning for business owners and company directors is a major concern but they often don’t have the time to sort it out. We specialise in business financial planning so we look at how you can maximise the tax-efficiencies available to you as a company director. We’ll explain how you can benefit from tax-savings by paying the premiums for Executive Income Protection, Directors Income Protection and Relevant Life Insurance through your business and offsetting the payments against corporation tax or adding them as an allowable business expense. We’ve worked with clients of all ages and backgrounds, so we can adapt to any specific needs and we understand how you feel when it comes to investing money. We have a team of highly qualified Financial Planners to ensure we provide you with peace of mind that your financial future is more secure as a result of working with us. If you would like a free Pensions & Investment Review please get in touch on 01924 235357. Shared links to third parties are done so for information purposes only. They are not the views or opinions of Utopia Financial Planning and Utopia Financial Planning cannot vouch for their accuracy. We would advise everyone to seek independent advice before acting.
