Corporate Advice

Whatever type of business you are involved in, we can act as your financial advisors. And no matter the size of your organisation, we are always on hand to help with everything that falls under the umbrella of business and corporate advice.

We work in conjunction with other professional advisers that assist our clients’ businesses, including Accountants and Solicitors.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses. We can help with Protecting Key People, Employee Benefit Schemes, Workplace Pensions including Auto-Enrolment, Cash Management, Tax Advice and Exit Strategies.

The Financial Conduct Authority do not regulate exit planning, employee benefits, tax advice and auto enrolment.

The above logos refer to Dr Josh Lewis

WealthDoctor is a trading name of Wealth Doctor Financial Planning Ltd which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.