6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk

Corporate services

Enhance Your Business with Corporate Services

Corporate services provided by McKenzie & Co Financial Advisers play a crucial role in assisting business owners with their financial needs, regulatory compliance, and strategic decision-making.


Financial planning is essential for business owners to ensure that their business is running smoothly and efficiently. 


Good financial planning helps business owners assess their current financial situation, identify goals, develop strategies to reach those goals and monitor progress against objectives. 


Financial planning also helps owners manage cash flow, extract funds tax efficiently and can even help owners plan for the merger, acquisition or eventual sale of their business and potential retirement.


In short, financial planning is an essential tool for any business owner who wants to ensure the long term success of their business and their own future wealth. 


And should the worst happen to a key director or employee, there can be far-reaching or even disastrous consequences for the business. 


Wise planning and insurance for key personnel are the best ways to mitigate the risks of these kinds of events.  


We can offer expertise in protecting businesses against unforeseen events and risks. We can assess potential risks, such as key person dependency, business interruption, or liability exposure, and recommend suitable protection solutions. This may include business insurance, shareholder protection, or contingency plans to safeguard the business and its stakeholders.

Corporate pensions

As a business owner, we understand how important it is for you to support your financial wellbeing, that of your company and your employees. We can guide you into designing and implementing compliant group pension schemes, executive pension arrangements, salary sacrifice arrangements and employee benefit packages. 


Corporate services provided by McKenzie & Co offer business owners a wide range of financial expertise and strategic guidance. From financial planning and risk management to pension schemes and business exit strategies, our advisers can assist businesses in making informed decisions and achieving their financial goals. 


The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.