Corporate Clients

Corporate Clients

Ensuring the protection of your business, its shareholders, and its staff is vital to both business owners and employers. However many people are so busy running their enterprises they have little time to focus on this key administrative task.

We offer a wealth of corporate planning advice to small and medium-sized businesses and can undertake the majority of the work, freeing up time for you to focus on furthering the success of your company.

The services we offer include the following areas:

  • Shareholder Protection
  • Business Protection
  • Group Pension Schemes
  • NEST and Stakeholder pension obligations
  • Private Medical Insurance Schemes
  • Group Life Assurance Schemes

We make it our business to understand your business – and we appreciate that no two organisations are the same, even though they may operate in the same environment. We aim to build strong relationships that are supported by a service-driven culture and strengthened by advice tailored to individual circumstances and aspirations.

If you are an employer, you may have an obligation to provide pension arrangements for your employees. This gives you an opportunity to offer a valuable benefit to your staff, but has benefits for you too. Offering a range of staff benefits will improve your chances of recruiting and retaining high quality staff, and there are a number of schemes available for you to consider.

We can advise on a holistic basis, covering your entire financial circumstances or focus on a particular aspect such as your group medical cover. The choice is always yours and, because we are independent, the advice you receive will have only your interests at heart.

As truly independent financial advisers, we will ensure that you are aware of all the opportunities available to your business. Talk to us about how we can assist you.