business Planning
Your Business in Our Hands
Business Plans Tailored to Your Goals
With more than three decades of experience, Lampiers Financial Planning is one of Bristol’s most experienced and trusted independent financial planning firms, and one of the few to hold Chartered Financial Planner status. We specialise in business planning that aligns with your unique goals.
Rather than chasing trends, we focus on long-term strategies grounded in expertise. Our approach goes beyond investments—it’s about truly understanding your business and helping you build a financial framework that supports growth, security, and sustainability.
Comprehensive Business Planning Services
Effective business planning addresses more than just the bottom line. We provide tailored advice for both employees and directors to protect your business and support your people.
1. For Employees
Group Schemes – Set up and manage workplace pension and benefit schemes.
Group Life Cover – Provide financial protection for employees and their families.
2. For Directors
Director and Business Planning – Ensure directors have robust financial planning in place, with appropriate protection for both the business and their families.
Our Planning Process
No two businesses are the same, and your financial plan shouldn’t be either. Our process ensures your goals are at the heart of everything we do.
1. Discovery – Understanding Your Business
We start by learning about your business structure, objectives, and challenges to build a full picture.
2. Designing a Tailored Strategy
We create a custom financial plan that meets your business needs and aspirations using insight from our discovery phase.
3. Implementation & Collaboration
We liaise with other professionals, such as solicitors and accountants, to deliver a smooth, integrated business planning process.
4. Ongoing Support & Review
We provide regular reviews and updates to ensure your business plan evolves with you and continues to deliver value.
Why Choose Lampiers Financial Planning?
- Over 35 Years of Financial Planning Experience – Helping business owners, individuals, and families achieve their financial goals.
- Expert Planning – A holistic approach that supports every part of your business journey.
- Truly Independent Advice – We’re not tied to any providers. Our recommendations are always in your best interest.
- Long-Term Partnerships – We support your business through every phase—from growth to succession.
Frequently Asked Questions
Are you truly independent?
Yes – we’re directly authorised by the FCA and supported by threesixty compliance services. Our independence means you receive unbiased, client-focused advice.
Do you offer long-term financial planning support?
Absolutely. With planners in their 40s to 60s, we offer ongoing support and continuity, ideal for sustained business planning success.
What are your fees?
Our fees are tailored to your requirements and always clearly outlined before any work begins. No hidden costs—just complete transparency.
Start Your Journey to Financial Security
Take control of your financial future today. Contact Lampiers Financial Planning for expert, independent financial advice that helps you achieve lasting financial well-being.