Bespoke advice and pension management services for trustees, directors and their employees.

Corporate financial planning is a combination of advising employees as well as the employer. Historically, providing employee benefits was often considered expensive and unnecessary, but times have changed.

Staff are a company’s most valuable asset so retention is crucial. That’s why it is important that any employer is not only competitive in the salary offered but also in the additional benefits they can provide employees with, such as pension schemes and private medical insurance.

Establishing employee benefits packages do not have to cost a fortune; usually it is a case of establishing a corporate facility which offers rates that are not available to an individual.

Business owners and directors can also take advantage of corporate financial planning. This can range from succession planning and business protection to tax efficient remuneration packages.

We ensure that the clients’ objectives are met in the most cost effective way. So if you are responsible for establishing the most appropriate mix of employee benefits for your company, why not get in touch with one of our specialists.

Our range of services include:

  • Death in service arrangements
  • Group income protection
  • Critical illness
  • Shareholder protection
  • Partnership assurance
  • Corporate pension planning
  • Group pension schemes
  • Corporate & Trustee investments