Contact us | Membership Enquiries 0800 028 0245 | Search

Financial planning

Making sense of planning your finances

In the same way that an accountant or a lawyer makes sure you're compliant, paying the right level of tax, or legally taking the right course of action, a financial adviser provides an impartial, expert service to make sure the financial decisions you make in life and in business result in the best outcome for you.

bira has partnered up with Wren Sterling, current providers of the bira workplace pensions service, to bring you a financial planning service. The service is tailored for businesses and business owners and doesn’t stop at auto enrolment. The service also covers private medical insurance, flexible and voluntary benefits that can be built in and reviewed regularly.

A financial adviser does their best work over a lifetime, continually refocusing your plans to ensure they’re right for you as you go through life. They manage the effect of ever-changing rules and changes in your family and business circumstances to keep you on track.

Corporate services:

  • Auto enrolment
  • Employee benefits
  • Financial education
  • Business assurance
  • Succession planning

Private client services:

  • Investments
  • Protection
  • Planning for retirement
  • Passing on wealth and inheritance tax
  • Family financial planning

 

How bira members will benefit:

Corporate

  • Free initial consultation
  • 10% discount on all fees*
  • Experienced consultants who will take time to truly understand your business before proceeding

Private client

  • Free initial consultation
  • 10% discount on all fees*
  • Personalised financial plan and regular reviews to guide you towards your financial goals

This service allows you to carry on doing what you do best – running your business- with the peace of mind that your personal finances are in the best possible shape.

 

To take advantage of this great service, simply log in in to your member area.

If you’re not currently a bira member, but want to take advantage of this preferential member benefit, please click here.

Alternatively you can contact our membership team on 01295 713333.

 

*All fees will be agreed prior to any work commencing and does not apply to the self-service option on auto-enrolment

bira members can login to see additional member-only content.
Top