Corporate investment advice

Put your unused capital to good use

Corporate investment enables your company to utilise unused capital to your businesses best advantage. Whether you want to develop a new corporate investment strategy or review your existing portfolio, we can develop a bespoke corporate investment plan for your business to support your long term financial goals.

We work closely with you to establish your attitude to risk and capacity for loss to ensure we construct a tax efficient investment portfolio that will help you to grow your business and improve existing investment results. Our consultants will also help you to identify how much capital is available for investing and how long your business can afford to have this capital tied up. This will also help us to determine your attitude to risk.  High risk investments can offer a high rate of return over a short period of time whilst lower risk investments are more cautious and therefore can take longer to see results.

As with all investments, the amount invested can go up as well as down.

Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits