Call us today on 01562 820300
Financial Planning for Business Owners
At CMP Wealth Management our services for business owners are designed to protect and empower your business and your employees. From ensuring financial security in challenging times to offering tailored benefits that attract and retain talent, we provide a suite of solutions that support your organisation’s goals and values. With a blend of expertise and personal care, we help you design and implement strategies that protect your team, enhance employee satisfaction, and drive sustainable growth.
As a small local business ourselves, located in Rock, near Bewdley, we understand the challenges you face and we really care about helping local business owners and their families. We work with many business owners across Worcestershire and across the Midlands.
Death in service
Death in Service benefits provide crucial financial support to an employee’s family if the unexpected occurs. This benefit, usually a multiple of an employee’s salary, can offer peace of mind to employees knowing their loved ones are financially secure. We help you structure a Death in Service plan that is both comprehensive and manageable, ensuring it aligns with your business’s values and the needs of your team.
Group income protection
Group Income Protection is designed to support employees facing long-term illness or injury by providing a portion of their salary during extended leave. By offering this benefit, you show a commitment to employee well-being and financial security, even in tough times. We work with you to create a Group Income Protection plan that fits your organisation’s budget while supporting your employees’ recovery journey.
Group critical illness
Group Critical Illness cover provides employees with a financial safety net if they are diagnosed with a serious illness. This benefit helps alleviate the financial impact of treatment and recovery, showing employees you care about their health and future. We assist in implementing a plan that reflects the support and stability you want for your team in times of need.
Corporate pension schemes
Corporate Pension Schemes are essential for helping employees prepare for retirement, and they can also serve as a powerful tool for attracting and retaining talent. We guide you in setting up a pension scheme that not only meets regulatory requirements but also aligns with your business’s values, making it easier for employees to plan confidently for the future.
Business consultancy
Our Business Consultancy services provide expert advice on key financial and operational challenges. We work with you to identify opportunities for growth, optimise financial management, and ensure your business is structured for long-term success. Whether you’re looking to improve efficiency, enhance profitability, or address specific goals, we bring a fresh perspective and tailored strategies to help you achieve lasting success.
Let us help
We offer a free, introductory 1 hour consultation to identify how we can best help you to achieve your financial goals.
Contact us today on 01562 820300
