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Corporate Financial Planning


Bartholomew Financial Limited provides business owners, nationwide, with corporate financial planning advice in addition to looking after their own personal financial affairs. We look after a wide variety of businesses ranging from small to medium sized enterprises. Working in conjunction with other professional advisers that assist our clients businesses, including Accountants and Solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and staff benefits.

Deciding on the best benefit strategy for our clients businesses is also another integral part of building a successful company. Bartholomew Financial Limited ensures that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Bartholomew Financial Limited means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, Bartholomew Financial Limited makes the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to implement a simple, well-organised and headache-free package of benefits for your employees.


When advising companies and sole-traders, there are many aspects of the business that we take into consideration:

Corporate Financial Planning Advice

• Group pensions
• Corporate insurance
• Corporate financial planning
• Employee benefits arrangements
• Business succession planning
• Shareholder and Key employee protection


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