Financial Planning

At Oxus Financial & Advisory, we provide expert financial planning and private wealth services designed to help both businesses and individuals achieve their financial goals and secure their financial future. Our team of experienced chartered accountants and financial advisers offers personalised and strategic advice, ensuring that your financial affairs are managed with the utmost care and precision.

For Businesses:

Our financial planning services for businesses are tailored to support companies in optimising their financial strategies and enhancing long-term growth. We offer:

Strategic Financial Planning: Comprehensive financial planning to align your business strategies with your financial goals. We analyse your financial position, forecast future performance, and develop actionable plans to drive growth and profitability.
Cash Flow Management: Effective cash flow management solutions to ensure your business maintains healthy liquidity. We help you manage your cash flow efficiently, optimise working capital, and plan for future financial needs.
Investment Advisory: Expert advice on business investments to maximise returns and manage risks. We assist you in identifying investment opportunities, conducting due diligence, and developing an investment strategy that aligns with your business objectives.
Retirement Planning: Tailored retirement planning services for business owners and employees. We help you design and implement pension schemes and retirement plans that provide security and peace of mind for the future.

Why it’s worth it: Our financial planning services for businesses enable you to make informed decisions, optimise financial performance, and achieve sustainable growth. With our strategic guidance, you can navigate financial challenges and seize opportunities with confidence.

For Individuals:

We offer comprehensive private wealth services for individuals, ensuring your personal finances are managed effectively to achieve your long-term financial goals. Our services include:

Personal Financial Planning: Personalised financial planning to help you manage your income, expenses, and investments effectively. We work with you to develop a financial plan that aligns with your life goals and provides a roadmap to financial success.
Wealth Management: Holistic wealth management services to protect and grow your personal wealth. We provide expert advice on investments, asset allocation, and risk management, ensuring your wealth is managed prudently and efficiently.
Retirement Planning: Strategic retirement planning to ensure you enjoy a comfortable and secure retirement. We help you assess your retirement needs, choose the right pension schemes, and develop a retirement strategy that provides financial stability.
Estate Planning: Comprehensive estate planning services to protect your assets and ensure your legacy. We assist you with wills, trusts, and inheritance planning, ensuring your estate is managed according to your wishes and tax-efficiently.

Why it’s worth it: Our private wealth services for individuals provide clarity, confidence, and control over your personal finances. With our expert guidance, you can achieve your financial aspirations, protect your assets, and secure your financial future.

At Oxus Financial & Advisory, we are committed to delivering exceptional financial planning and private wealth services that meet the unique needs of our clients. Our experienced team of chartered accountants and financial advisers is here to provide you with the strategic advice and support you need to achieve your financial objectives.