All listings for: PPSFinancial

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Classified PPS Financial Planning - Selling your Practice

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Maximising your practice value: your complete solution Throughout your career you work hard to build and develop your practice, and at every stage, you need to think about maximising the practice’s value. You may be coming to the stage where you are starting to consider your exit from the business — whether it’s to sell the practice and retire, or move to something new. Is your business ready to sell? Are you ready yourself? Make no mistake about it, this is a life-changing decision and one you will want to get absolutely right. It’s all in the preparation There is a lot to think about and do as part of the exit process, and you’ll want your path to financial freedom to be as smooth as possible. To get it right, it’s important to know all the steps and the potential hurdles — so preparing well will ensure you get the best outcome. The importance of knowledge There are pitfalls that you could face as part of the sales process, and we can help you ensure you don’t get caught out. Through our experience in the veterinary sector, we’ve seen that: Around two-thirds of veterinary practices are sold for less than market value. Over 90% of practice owners pay too much tax, either pre or post-sale. The key to avoiding these errors is knowing how to prepare, and a detailed knowledge of the process from start to finish. So when you make the decision to sell your practice, it’s vital that you choose the right partner who will make sure you receive guidance and advice that is right for you. Your complete solution At PPS we have extensive experience in...

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Classified Professional Practice Services - PPS

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Financial planning for life Choosing the right financial adviser is one of your most important financial decisions – saving you time, money and worry. An adviser should not be just for now, but for life. As specialist advisers to the Veterinary profession, we not only understand financial planning – but most importantly we understand it in your professional context. Whether a newly qualified graduate, a partner, practice owner or preparing for the next stage of life in retirement, we have the expertise, access to products and markets, and the experience to provide you with the advice, support and guidance you need to maximise your financial potential. As dedicated veterinary advisers we recognise that it is often difficult for you to find time to manage your Practice while you are busy clinically. This is where our acknowledged specialist advice delivers measurable results. We are proud to be Chartered Financial Planners. This means we provide the very highest levels of service, advice and professionalism in advising and working with our clients. To find out more about us click on ‘Visit my Web Site’ or give us a call

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Classified PPS Financial Planning - Starting out

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Starting out The last thing on your mind when you first leave University to start your career is Financial Planning. Looking down the barrel of your debt from education is more your focus, and yet early financial planning advice can help significantly so that you understand your current and future financial needs, clear debt as part of your overall plan, plan for and buy your first home and protect your family and yourself for the future. Our range of advice for family financial planning ensures that our clients have access to the full range of products and insurances from the whole market. We will design a programme that aims to protect every aspect of the health and wellbeing of our clients. To find out more about us click on ‘Visit my Web Site’ or give us a call

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Classified PPS Financial Planning - Developing your finances

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Developing your finances Our clients’ investments sit at the very heart of our holistic financial planning service. No two clients’ needs and circumstances are the same. As part of our investment management services our highly qualified financial planners work with our clients to design and provide access to a portfolio of investments. We focus on our clients long-term goals and objectives along with their attitude to investment risk. Working with our preferred Investment partners, we believe that only a full Discretionary Managed Investment service offered by those whose sole business is dedicated to managing clients’ investment portfolios in order to provide the annualised returns that clients require in all trading conditions. Risk v Reward Attitude towards risk is key to identifying the correct investment strategy and we instruct our Investment partners to manage your money either on a model or bespoke basis based on the results of your risk assessment. In addition to risk, factors including: tax, ethical requirements, cost implications or any personal preferences of our clients are always taken into account in the final investment solution. Specialist knowledge We regularly to review the available panel of Investment managers and product providers to ensure that our clients are receiving the best possible management of their hard earned money. At any one time, we select four preferred Investment partners to work closely with, who are reviewed annually using the comprehensive PPS due diligence process. Keeping you informed Clients receive a full written report on their current situation and the...

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Classified PPS Financial Planning - Developing your practice

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Developing your practice Our advisers at Professional Practice Services have over 30 years of combined experience working alongside Veterinary Practice owners to provide robust corporate financial planning solutions. We are here to help Veterinary Practice owners develop. It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a strategy for your Practice. We ensure that our clients are able to continue to meet the challenges of a competitive business environment and ensure that they are adequately protected. In addition, we have no hesitation if we work in conjunction with other professional advisers that assist our clients’ businesses, including Accountants and Solicitors. Business Consultancy & Practice Sales With our wealth of experience within the veterinary sector we are able to offer impartial advice relating to your own Practice needs. • How are you performing against other practices? • Are your overheads impacting on your profitability? • Should you be increasing your elective, non-elective and routine fees? • Are you obtaining the best prices for your drug purchases? • Are you getting the best rates for your Card Payment Services? • Are you considering selling your Practice? Practice Funding We understand that capital drives the needs of most businesses whether it is to buy into Partnership, expand, or diversify. Lending is becoming more difficult to source and the cost is rising. However, many years of veterinary knowledge and close links with competitive lenders has ensured that PPS remains at the forefront...

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Classified PPS Financial Planning - Planning for retirement

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Planning retirement Retirement takes many forms, and can happen all at once or can be phased out over a number of years. Whilst a very important part of a client’s retirement provision, traditional pensions now form only one part of an individual’s retirement plan. While you are working Our Cash Flow Analysis system will identify if you are on track to achieve the level of income you require at retirement or whether you need to increase the level of funding in order to ensure you are able to live comfortably when you retire. The plan will review all existing pension products you hold including private or company based schemes. A consolidated investment strategy is vital and our plan will review the current pension portfolio and how it is being managed. Again working with our preferred investment partners, we will design an appropriate personalised pension investment portfolio linked to your agreed attitude towards risk. The point you cease working completely or in part, and make your decisions for the future There are huge choices available to the individual in addition to State Pension provision in the UK following the new pension freedom legislation that was introduced on the 6 April 2015. We will outline all pension options available to you and ensure that they are the most suitable to fit your retirement needs. There are a number of different ways in which to take your retirement benefits and these are: • Annuities • Enhanced Annuities • Flexi-Access Drawdow • Phased Flexi-Access Drawdown • Cash Withdrawal We will assess your individual situation and agree a suitable strategy going forward,...

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Classified PPS Financial Planning - Rewarding your Team

At PPS we provide a national service to veterinary practices and their staff, regardless of size or specialism. We’ve been helping clients navigate the complex worlds of business and finance since 1998, and from those early days we have grown primarily through client recommendations Employee benefits: when you get them right, everyone benefits. We’re sure you understand the need to support your employees with a range of benefits that provides them and their families with a sense of financial security. Visible, valuable employee benefits also helps to attract and retain talented people for your business. To achieve the desired return on your investment, you need to ensure your employees understand and value them. Our expert employee benefits consultancy covers a wide range of solutions, which include: Group pension schemes Auto-enrolment (workplace pensions) Employee healthcare and wellbeing Death in service cover Income Protection Private Medical Insurance Critical illness schemes Employee communication programmes Total reward statements To find out more about us click on ‘Visit my Web Site’ or give us a call

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