Corporate Services

Corporate Services

We have been providing corporate financial advice for over 30 years, and are recognised as one of the region’s leading financial advisers for group pensions.

We have the skills and experience to advise on financial planning for your business and your employees, ensuring you benefit from the optimum products for your needs.

Business Owners
A key aim of any business is to preserve and protect its value, and we can advise on the products and plans best suited for you, sourcing the optimum solution and minimising tax liability where appropriate. For business owners, we can advise on key person protection, enabling you to recruit and train a suitable replacement should you lose a key member of staff; and share protection and partnership assurance, to protect your business in the event of a shareholder’s death or serious illness. We can also advise on pensions including self-invested pensions, post-retirement planning, corporate investments and individual financial planning.

Employee Benefits
It’s vitally important you take care of the people within your organisation, providing protection against the financial impact of illness, accident and death. We can advise on all aspects of group risk, including group life cover, group critical illness, group private medical insurance and group income protection.

We can also advise on providing pensions for your employees, including group personal pensions. Auto-enrolment and workplace pensions has placed new responsibilities on employers and we have the expertise to guide you through the legislation and work with you to establish the correct pension plans within your organisation.

As required, we can provide individual, tailored advice to all employees in a group pension which we believe enhances the overall benefit provided to employees. At retirement, or in the event of redundancy, getting the right advice can make a big difference financially to your employees. We pride ourselves on our councelling services to employees, both in group sessions and at individual level where we tailor our advice.