Broadlands Partnership

Corporate services

When you are running a business or a charity, managing issues such as corporate pensions or corporate cash balances can be an unwelcome distraction from the main priorities of the organisation.

Running a business can be hard work, but it can also be highly rewarding – both personally and financially.  With advice from experts to help your finances run smoothly in the background, you can focus on the day-to-day matters that contribute to making a profit such as having a happy, productive and content workforce.

Working with the right adviser takes these distractions away from management and, moreover, can turn a potential headache into a solution that adds value to the organisation.

Broadlands Partnership is hugely experienced in working with businesses and charities. We advise on areas including pensions, group life and illness insurance, business and shareholder protection, investment of business funds and directors’ remuneration strategies. In the case of family businesses, our work often also encompasses inheritance tax and succession planning.

We bring the same philosophy to our corporate advice as we do to our dealings with personal clients. The relationship is based on clear, open and transparent communication and regular access to highly-qualified advisers.

Our Services

Commercial Mortgages and Finance

Commercial property finance is a complex market. Broadlands Partnership has considerable expertise in this area, which means we can find you the most flexible terms on commercial mortgages and finance at a competitive price. As we are an independent firm, we are free to consider all the mortgage and finance options available on the market.

As a leading commercial finance provider, we have close relationships with specialist lenders as well as the knowledge you need to make transactions smooth and cost-effective. We arrange commercial finance in a range of sectors, including hotels, residential and nursing care homes, retail, and all other aspects of commercial property investment.

Workplace Pensions

We fully understand that each company has its own specific needs regarding pension provision for its employees. Whether it’s a concern about an existing pension scheme or setting up a new scheme, we can help you address issues such as setting up a scheme that complies with your auto-enrolment obligations and regulations.

Employee Benefits

Group Protection and Financial Advice as part of an employee benefit package is a very valuable employee provision.

Business Protection

Business protection could help client owned businesses continue to trade should a key person or business owner die or become terminally or critically* ill. Proceeds from the policy could help ensure that key individuals are replaced, corporate debt is protected and shares from the deceased partner's/director's estate are purchased.

Many believe arranging business protection to be a lengthy and complicated process, but actually, the principles are similar to any other type of protection.

The most significant differences are:

  • Business protection generally incorporates higher sums assured;
  • A claim may be paid to a business, not a family member.

Types of business protection

We offer four main types of business protection:

  • Key Person Protection (profit protection)
  • Partner/Director/Limited Liability Partnership Share Protection
  • Business Loan Protection
  • Relevant Life Plan

*As with all types of insurance, limitations and exclusions apply.

 All policies can be set up in Trust.