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For businesses & their people

Your business is built on people. So is ours.

Running a business brings with it a unique set of financial responsibilities — not just to yourself, but to the people who help make it work. From protecting the business against the unexpected, to attracting and retaining the talent that drives it forward, the financial decisions you make as a business owner have far-reaching consequences.

At Tarian Financial Planning, we work with business owners and their teams to build comprehensive corporate financial strategies that protect what you've built, reward the people who help build it and ensure your business is prepared for whatever lies ahead.

Business Protection

What would happen to your business if a key person — a director, a partner or a key employee — was suddenly unable to work or passed away? For many businesses, the answer is uncomfortable. Business protection ensures that in the event of serious illness or death, your business has the financial resources to survive, adapt and continue without catastrophic disruption. From key person insurance to shareholder protection and relevant life policies, we'll help you understand your exposure and put the right cover in place.

Group Pensions & Auto‑Enrolment

Your pension obligations as an employer go beyond simply meeting auto-enrolment requirements. A well-structured group pension scheme is one of the most powerful and tax-efficient benefits you can offer your team — and one of the most overlooked tools for attracting and retaining good people. We'll help you design a scheme that meets your legal obligations, works within your budget and genuinely adds value for your employees.

Employee Benefits

The best businesses attract the best people — and the best people have choices. A competitive employee benefits package can be the difference between securing top talent and losing them to a competitor. From private medical insurance and death in service to income protection and beyond, we'll help you build a benefits proposition that reflects the kind of employer you want to be — without unnecessary cost or complexity.

Our approach

  1. 01

    Understand Your business.

    Every business is different. We start by taking the time to understand your structure, your people, your obligations and your goals — so that any recommendations we make are genuinely tailored to your circumstances.

  2. 02

    Identify Your exposure.

    We'll help you identify the gaps in your current arrangements — whether that's a lack of business protection, an underperforming pension scheme or an employee benefits package that no longer reflects the market. Most business owners are surprised by what they find.

  3. 03

    Build Your strategy.

    We'll recommend a joined-up corporate financial strategy that protects your business, supports your team and positions you as an employer of choice — all delivered with the same clarity and personal service that defines everything we do at Tarian Financial Planning.

Please note that the Financial Conduct Authority (FCA) does not regulate some forms of tax planning. Auto-enrolment pension advice is regulated by The Pensions Regulator.

Other Services

Get in touch

Ready to protect your
financial future?

Book a complimentary initial consultation. No commitment, no pressure — just a straightforward conversation about where you are and where you want to be.

Or call: 01858 374879