We have a dedicated team specialising in financial planning and advice for businesses and business owners.
Our focus is to deliver financial planning that helps your firm to create and retain wealth, be compliant, attract and motivate high calibre employees and above all, help you to achieve your financial goals. We understand the financial objectives of a firm are often interlinked with the financial ambitions of the owner so we adopt a holistic approach to our service that can encompass both objectives.
We design, implement, manage and administer employee benefits schemes that reward your employees and suit the needs of your business.
We advise on, implement and manage a full range of workplace pension schemes to ensure companies comply with auto enrolment legislation and meet the requirements of their employees.
We will help you to choose a range of group risk and medical policies that your employees will value and then find the best products for your needs. We will ensure you get the right cover on the best possible terms.
We ensure your business is protected against unforeseen circumstances. We can advise and implement business and shareholder protection and key person and relevant life insurance.
We devise strategic investment strategies for the business to ensure your surplus cash is working hard. Our investment advice is based on whole of market research to ensure we choose a solution that best fits your needs.
We provide personal financial planning and advice for business owners and direct to your employees. We develop sound financial plans to ensure individuals can meet their financial goals.