Julian Puddy DipFA ACSI's Linkedin Analytics

Opus Business Pensions Ltd currently operate within the SME business sector advising on business funding in general. These areas include corporate funding with the unique and innovative use of Director owned pension funds (by way of utilising SSAS and SIPP). My other key responsibilities include corporate tax planning, business protection, inheritance tax planning and general wealth management. Acquiring funding for your business can be a frustrating and arduous task, at Opus we have a “fresh slant” towards this area Key areas for business owners where we can add value. • Devise and introduce funding strategies for business development. • Allow business strategies by adopting new ideas for funding. • Understand the current financial situation of the clients business and analyse their cash position, business protection, tax status, and retirement planning goals. • Present tailored made financial plans for solving clients' “financial obligations” or assist them in understanding and implementing a proposed solution. Specialities: Business Funding, Business Protection, Wealth Management, Auto Enrolment, Business Plans. A short telephone conversation is usually enough to ascertain whether we can assist. Contact details: 07739 776 758 Email Address: [email protected]