11/06/2026
BNI Pilgrim Members were delighted to hear from Fred Selwyn, who shared how professional financial planning can help both businesses and employees build stronger financial futures.
Fred explained the wide range of support available to business owners, including:
✔ Business insurance to protect against unforeseen events and financial risks.
✔ Financial reviews to help business owners make informed decisions and plan effectively.
✔ Purchasing commercial property through a pension fund, offering potential tax-efficient opportunities.
✔ Exit strategy planning for owners considering the future sale or succession of their business.
✔ Corporate investment solutions for surplus company funds.
✔ Commercial mortgages for purchasing business premises, commercial property or land.
Fred also highlighted valuable solutions for employees, including:
✔ Employee perks and benefits packages.
✔ Group protection arrangements.
✔ Workplace pension planning and support.
Financial planning is about much more than investments; it is about creating security, protecting what matters most, and helping businesses and individuals achieve their long-term goals with confidence.
If you would like a confidential conversation about how financial planning could benefit your business, your employees, or your personal financial future, contact Fred on 01242 588824.
Thank you, Fred, for an informative and insightful presentation and for demonstrating how strategic financial planning can support businesses at every stage of their journey.
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