Meldon Reservoir, Okehampton

Financial planning for businesses

If you’re a business owner, you have your own unique financial planning needs.

You may have specific retirement planning requirements, with directors needing specialist pension advice. Perhaps you want to ensure protection is in place so the business will continue if you lost a key member of staff? Or maybe you need advice regarding shareholder protection?

We are experienced in helping businesses of all sizes. Whether it’s tax efficient investing, or you have specific business protection needs, we can help.

Director and employee pensions

We can set up an auto-enrolment workplace pension scheme and advise on pensions for directors.

Succession planning

Using partnership and share protection, we’ll make sure your business has a robust succession plan.

Protecting your business

We’ll ensure your business can continue if the worst should happen to you or a key person.

Meeting your business financial planning needs

Whatever the size of your business, we can help you with your financial planning needs.

Under the Pensions Act 2008, every employer in the UK must enrol qualifying staff into a workplace pension scheme and contribute towards it. If you employ at least one person you are classed as an employer and you have certain legal duties.

We can help you set up the right auto-enrolment scheme for your business. And, we can also provide bespoke pensions advice for directors or other senior personnel.

If you’re self-employed, we can also help you to plan for your retirement.

Protecting your business is also critical. You need to know that you could continue to trade if something happened to you, a shareholder or a key member of staff. With years of expertise in this area, we can give you the peace of mind that your business is protected against an unexpected event.

Whether you’re a sole trader, or you run a small or medium-sized business, get the specialist advice you need. Contact us today to find out more.

What our clients say

I have found Davidsons to be very helpful in obtaining my Equity Release, and in continuing to help when I need to draw down more money from my facility.
Friendly service giving sound advice and a good range of options. Very professional and trustworthy advisers. Highly recommended.
I have always had pleasant and informative discussions with my financial adviser and have come away knowing that my money is in good hands.
Davidsons’ staff are always friendly but also very professional. I feel my finances are in good hands. They are also very patient, explaining all the complex issues of finances to a complete numpty!
Davidsons are approachable, informed and local.
The service I have received from Davidsons is excellent; their staff are all friendly and helpful. I would recommend them for all financial advice.
I am always satisfied with the excellent and professional service given.
I have complete trust in the financial advice and services provided by Davidsons, and am more than happy with their support and value for money. Good advice isn't always about what you want to hear, it is about what you need to hear!
Chris is a nice approachable bloke who was easy to talk to. He then got me a great mortgage deal while being kind and showing real empathy with the frustrations of my house purchase.
Davidsons are friendly, reliable and quick to respond.
A solid, reputable, trustworthy and dependable company, who in the time I have used them for my pension fund have always given correct advice.
Approachable and friendly firm providing expert advice that is value for money.
Being totally inept when it comes to finance, it was vital for me to find a company to suit all my needs. Richard Sykes has been absolutely superb and after just a very short time I knew I was in safe hands. He always has time for me, and he made the whole experience so much easier than I thought it would be. Thank you, Davidsons!
Open and honest. Good sound advice.
Davidsons give me clear and concise information in language I understand. The options, advice and assistance provided were all clearly explained and at no time did I feel there was any pressure. A great, friendly, easy relationship between adviser and client.
Choosing a financial adviser is particularly difficult - nobody I knew would recommend one - even the ones they were using themselves! After six months of searching I came across Davidsons and found the chemistry, trust and advice I was seeking. 11 years on, I would still recommend them.
I cannot recommend Davidsons enough. They have managed my financial affairs for the last 10 years. They have always been very helpful and have explained everything in simple English as to how to proceed with my affairs.
I have always found the advice to be professional and given by personable advisers.
I have a small pension, which has given great returns. We are about to reinvest due to the great advice given.
At our age, we appreciate the sense of security that your service provides.
The advisers that I have had dealings with have all been very knowledgeable in their field. It has been a hassle-free experience with Davidsons and if ever I have had a question, they have always got back to me very quickly.
We have found Davidsons to be very understanding of our need for future financial security as we approached retirement. This has helped us to achieve what we need from our investments and pensions in a very friendly, informative and professional manner.

Mrs J Chandler


Mr K Short


Mrs J Kenny


Mrs J Turner


Mr P Randall


Mr C Stapleton


Marie Turner

Martyn Lawrence

Mr A Cross


Mrs D Warner


Mr D Holdsworth


Mr M Treacher

North Tawton

Mr P Watts


Mr G Dorr


Mr S Boon

St Mabyn, Cornwall

Mr E Greenwood


Mrs M Poole


Mr W Langford


Barry William Lindsay

Mr J Mitchell


Mr N Causley

Lyme Regis

Mr & Mrs Johnson


What our clients say



of respondents think that working with us has helped them achieve their financial goals



are satisfied that we listen to them and understand their needs, goals and objectives



would recommend us to their friends and family



are satisfied with the quality of our mortgage service

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