Financial & Strategic Planning

Building your financial strength to meet the future

Using our 80 years of expertise to devise unique strategies designed around you

Fail to plan then plan to fail says the old adage, a sentiment which is more relevant today than ever before.

Our rapidly moving digital world and 24hr global marketplace means that as individuals, businesses and consumers we’re required to be far more responsive and proactive than previous generations.

With over 80 years of clear-sighted financial practice, Darnells are perfectly placed to offer you, your family and your business a wealth of experience via our strategic financial planning services. Because we’re partner-led, you’ll gain access to a wealth of knowledge gathered across the broadest range of client backgrounds and industries.

We combine the vast expertise our team offers across all our services to fully understand your current situation and future ambitions. This knowledge gathering allows us to offer very specific, tailored financial and strategic planning and provide a clear roadmap for achieving your short and long-term goals. We provide clear and concise advice for your objectives to ensure the very best chance of success.

As with all of our services we approach every client and each new case with compassion and respect. We strive to find the areas where our guidance will be of benefit and we work hard to provide the best solutions for all involved.

Whether you’re a business exploring the next big step or an individual looking to safeguard the financial future of your family; we’ll work with you to understand your hopes and plans.

If you have a financial planning query or a long-term strategic business goal that you’d like to aim for, please get in touch to find out how we can help.

Our services include:

Business Reviews

As part of our business review process, we will visit your organisation on site where appropriate allowing us a deeper insight into your procedures and practices. In person visits help us to properly understand your company so that we can provide you with detailed, comprehensive guidance on how you can grow and enhance your systems and output. Our business review teams have worked with companies across a wide range of sectors with businesses at all stages of growth.

Tax Planning

By reviewing your business and personal circumstances, we can provide in-depth strategic proposals that help to alleviate your tax burdens. This in turns allows you to use all the relevant and available tax allowances and benefits to their best advantage; leaving more money in your pocket at the end of the process.

Cost-Benefit Analysis

At Darnells we’ve undertaken thousands of cost-benefit evaluations for businesses, sole traders and limited companies across a broad spectrum of industries.

Essentially the process is one that compares the projected or estimated costs and benefits (or opportunities) that are associated with a project or a decision. This process helps all stakeholders within that project or decision to determine whether it makes sound financial sense to move forward or which plan of action is most beneficial.

Our expert team can guide you through the process with straight-forward, no nonsense guidance and help you to find the best pathway for your business.

Exit Strategies

Long term goals are an essential aspect of business development and planning. At Darnells we are experienced in guiding organisations at every stage which includes planning for key management personnel moving on or stepping back, management buy-outs and third party sales. We’ve also supported organisations through the processes of handing successful family businesses on to the next generation.

With in depth meetings we work to understand your longer term goals and your exit wishes so that we can offer guidance and help you to structure your finances so that they support your plans.

Cash-flow Forecasts

Our experienced team can work with you to prepare short to medium term cash-flow forecasts that allow you to plan effectively. A detailed cash-flow forecast is a tool that can help your organisation to quickly identify future issues or pinch points and where economies can be made to future proof the business. Having completed the forecast report, our team will be able to discuss with you any beneficial financial planning and strategy work that is required to mitigate risk.

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