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Financial Services

Business Finance

We have been involved in EIS issues, capital raising and other similar issues over many years. Please contact us if you are thinking about:

• Forecasts and business plans
• Raising equity, scrip and rights issues
• Government grants
• Enterprise Initiative Schemes
• Arranging bank facilities
• Advising on alternative forms of finance
• The use of factoring
• Mortgage and loan agreements.

Financial Planning

At The Lawford Company, we are constantly looking at new ways to help businesses and other taxpayers increase their income and assets.

Mike Woolford has extensive experience in financial services and is an Independent Financial Advisor. Mike is able to combine his skills as a Chartered Accountant with his expertise as an Independent Financial Advisor to offer business and private taxpayers a comprehensive financial planning service, enabling them to manage their finances more effectively.

We can provide quality and professional advice on savings and investments, protection, pensions and mortgages. With so many products on offer in the marketplace, many people are confused - we aim to simplify the options.

We can provide a broad range of financial service products and our full list of services is as follows:

Corporate Services

• Pension schemes for directors, executives and employees
• Share protection
• Executive and group salary continuance schemes
• Cost-effective company medical insurance schemes
• Protecting profits by insuring key personnel
• Exit-route planning for partners and shareholders
• Tax efficient investment
• Tax-efficient loan refinancing
• Commercial mortgages
• Redundancy counselling for employees

Personal Services

• Personal pensions and other retirement plans
• Retirement Planning Phased and Drawdown
• Income replacement schemes catering for illness and disability
• Review of life assurance and trust arrangements
• Advice on investing for income or capital growth
• Planning for childrens' education costs
• Inheritance tax mitigation
• Private medical insurance
• Long term care Insurance & Investment
• Mortgage advice for home buyers and home owners