We provide a comprehensive planning service designed to meet the distinct and changing needs of you and your business.
We understand that having a sound financial plan is vital to the success and growth of your business, and to your own personal wealth and security.
We advise employers about how to create the most suitable employee benefits package, including staff pensions, flexible benefits packages, shareholder and key person assurance and protection for employees against premature death or long-term illness.
We also assess and recommend planning actions that can be taken to enhance and protect the personal affairs of directors, senior executives and employees.
Comprehensive planning service
Corporate financial planning reviews and advice
Directors’ pensions and Small Self-Administered Schemes
Shareholder protection and key person insurance