Corporate Investment

Our financial advisers can make sure that any surplus cash in our clients’ companies is appropriately invested.

Without a corporate investment strategy, maintaining a cash surplus in the corporate environment can be extremely tax inefficient. When a company builds up surplus (taxed) profits as cash reserves, the interest it generates is also taxable, despite the fact that it results from income that has itself already been taxed.

With our help companies can invest surplus cash reserves in such a way as to benefit from strong growth potential within a controlled risk, tax efficient environment with a greatly reduced administrative burden.

Meet the team

Steve Horton
Steve Horton
Financial Services Partner
Graham Puddy
Graham Puddy
Chartered Financial Planner
Rob Vanstone
Rob Vanstone
Independent Financial Adviser