Every business needs to create a financial plan. Of course, creating an accurate plan is complicated but we can help you simplify the process.
Financial planning can involve risks. The value of your investment can go down as well as up and you may not get back the full amount invested. It is important to carefully consider your company’s financial situation and seek professional advice to understand the risks and opportunities associated with any financial planning strategy
Your home may be repossessed if you do not keep up repayments on your mortgage
A financial plan allows you to assess your current position and forecast what position you’re likely to be in. More importantly, a good financial plan will identify potential issues in the short and long term. Understanding what these are will help you prepare for them, effectively building financial resilience.
A financial plan is also essential for day-to-day cash flow management and the optimal allocation of available budget. In short, it eliminates most of the guesswork. You’ll also be able to monitor your progress against the plan and make adjustments when things are not going as expected.
Part of creating a financial plan is deciding on realistic goals for the future. Knowing where you are taking your limited company makes it easier to make swift decisions when necessary. We will sit with you and discuss your business, what you have achieved and what you hope to achieve. This will allow us to create a financial plan and recommend the most suitable solutions to any issues you’re facing.
Financial planning is a critical cornerstone of business. If you fail to plan, you plan to fail. However, that’s not the only service we offer limited companies in the UK. Lynas Vokes is a UK-based specialist in mortgages, pension planning, employee benefit arrangements and investment strategies.
You can utilise our service to create a viable financial plan, including investments. We can help you secure the most suitable mortgage rates when purchasing company sites and even assist with insurance. Our service is designed to reduce the financial burden on you, and it works.
We offer a complete service, including financial planning and insurance. Our service is available to individuals and businesses and we are committed to finding the most suitable solutions for you. We’ll discuss your current situation, goals and available options before creating a tailor-made plan for your limited company.
Our strength comes from knowing your business is unique. We understand the importance of cash flow, financial forecasts, profit and loss and how a financial plan can help you be prepared for anything. We’ll help you create and monitor a viable plan for your limited company.
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Our dedicated and professional team is waiting to help you. Contact us today and let our expertise help you make the most of your money
If you’re ready to create your financial plan then we can help. You’ll find it easier if you’re aware of the essential elements before you start building a plan. Your plan should start with your objective, what are you attempting to achieve? Identifying this will create a purpose for the plan, making it easier to create.
The next most important element is your income and expenditure. That’s what they are now and what you realistically expect them to be in the future. If you’re unsure how to calculate this, we can help. This will help you create a cash flow statement and understand your break-even point.
It can seem complicated but that’s what our specialist service is for. We can guide you through the process or complete the financial plan for you. It will help you request the funds you need and we’ll constantly re-evaluate your plan to ensure you are proceeding according to expectations.
Frequently asked questions
Understandably, you have questions. The following are the most frequently asked, however, if you don’t find your question and the answer here, don’t hesitate to contact us. We can help you with any query, no matter how big or small.
All businesses need a financial plan. It helps you to prepare for the future and ensures your company is moving toward your goals.
Alongside our financial plan assistance, we can help any limited company get started, create an investment strategy, purchase their own property and even get the right insurance policy. We offer a complete service to look after your business.
Limited describes when a business has been incorporated privately. In other words, it’s owned by private shareholders. This doesn’t have to be the same people as those running the business.
You can but these are complicated fields and it takes time to get the most suitable solution. It makes more sense to leave it to the professionals.
Yes. We won’t look at potential properties but we will get your company and individual finances in order while choosing the most suitable mortgage product for your goals.
We‘re based in the UK, have decades of experience and we’ll provide you with a high-quality professional service. In short, we’ll take great care of you.
We can talk about how good we think we are but the proof is in the pudding. That’s why we’re on VouchedFor, so you can see genuine verified reviews from actual clients. It’s important to us that potential clients can see what it’s actually like to work with us and that clients have a space to share their honest feedback on our service so we can make improvements where necessary. We’re proud to have a 4.8 rating on VouchedFor – click to see where that rating has come from.
Related links
At Lynas Vokes, we offer a wide range of services to help you at every stage of your life’s journey. Click on the links below to view our recommended services or view our Services menu for our full range.
Pensions are still generally regarded as the most effective way to save for retirement. However, it’s a complicated field, we can help you understand group pensions and secure the best option for your future.
There are important corporate insurance options, specifically keyperson insurance and shareholder protection, which you should be investing in.
The right employee benefits are instrumental to attracting and retaining staff. You may not know what really matters to employees, but we do. Let us help you attract the best talent.
We have a wealth of experience dealing with limited companies and their various needs. In our experience, every company is unique and needs its own solution. We’re great at listening to you and asking the right questions to get all the information we need, allowing us to help you reach your goals.
Whether you want mortgage advice, financial planning, pension assistance, insurance aid or even investment advice, we can help. Our team is ready and waiting for your call.
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