Business succession and continuity planning

Wealth Protection  |  Wealth Creation  |  Wealth Management

Corporate financial planning is far more than arranging employee benefits and pensions. It’s making certain you’ve taken all the right measures to achieve your business goals and the necessary steps to protect your business.

Many successful businesses operate with only a handful of partners or directors, who are all busy in the day-to-day running of the business.

With ever-changing rules surrounding issues such as work place pensions, partners and directors can find themselves bogged down with the administration of these changes, alongside growing their business.

At Earlswood, we take the time to understand you and your business, assess your needs and ease the burden in dealing with such issues, ensuring other equally critical issues are not overlooked. We’ll even show you how to reduce your corporation tax through tax efficient planning.

Business continuity and succession planning

What if you or a key employee became ill and were unable to work? What if you have a 50:50 share in a business and your partner died with no-one to leave their share? Do you automatically get 50% of the business? Not necessarily so. You need to ensure you have protection in place.

Business continuity and succession protection can ensure your company can continue to operate, no matter what eventualities may occur. We’ll guide you through the options available to ensure your business’s long-term security, and in plain English, find the ones that are right for you.

We can help with:

  • Workplace pensions (auto enrolment)
  • Director’s pensions
  • Continuity planning
  • Succession planning
  • Employee benefits
  • Corporate investment

Ready to look at pensions for your employees or business continuity and succession planning? We welcome the opportunity to tell you more.

*The Financial Conduct Authority may not regulate some areas of commercial financial planning.


Individuals and families


Medical professionals


Corporate clients



Dr K V

Waseem is a great communicator and goes far beyond what is expected to help his clients. When there were multiple different companies for my payment protection, he went through it all and explained all the different options.

He spent time helping me find the plan that suited my work needs. He is very responsive to emails and always makes the effort to talk through all the documentation.

Chris Corney, homebuyer, London E17

I used Waseem to arrange the mortgage on my home.

His experience was very useful in getting the right product for me without wasting any time. His personal attention throughout was much appreciated.

Sumeet Parmar

What I have enjoyed most about working with Waseem has been his patience and the feeling of not being pressured into any decisions.

Waseem takes the time to break down what he is advising and why he is advising it. He instills trust with his advice and I honestly feel like I am in safe hands.

Rita Patel

I would highly recommend working with Waseem, my expectations were met to a high standard. He is honest, reliable and trustworthy, regularly kept in touch to inform me of how things were progressing and made everything so easy to understand.

Waseem is a knowledgeable and professional financial adviser, he saved my family home and made my mother's retirement happen. I cannot thank him enough and give him 10/10.

Chris Corney, solicitor, Smithfield Partners Ltd

I have no hesitation in referring divorce and home-buying clients to Waseem for advice on mortgages and pensions. He is very approachable and talks to them in plain English.

He has the highest professional standards and I feel it reflects well on my reputation when I introduce people to him.

Amanda and Jackie Williams

Waseem was very constructive in the advice he gave us before we made our bridging finance application. He also kept us informed with the progress up to and including receipt of funds.

Subsequently, he provided sound advice regarding income protection and life cover.

We will work with him again, should the opportunity arise.