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Corporate Clients
Corporate Financial Planning Service
Is aimed small, medium and large sized businesses who wish to ensure that their financial infrastructure and employee benefits are managed effectively. Staff retention is ever more important in the current economic climate and employees often value ancillary benefits such as pensions, life cover and private medical insurance highly. Offering a comprehensive benefit package can help your business retain key staff and provide incentives for progression within senior management.
For group schemes we take responsibility for the implementation, regulatory compliance and ongoing administration, even incorporating it into your payroll software if required. We provide support directly to your employees through initial advice sessions and reviews with your dedicated account manager, leaving you to focus on with your business.
We also assist businesses with commercial finance, continuity planning and developing succession strategies. Our Corporate Financial Planning service is often combined with our Wealth Management Service for Owners and Directors.
Services Include
- Commercial Finance
- Group Pensions
- Sick Pay Schemes
- Group Life Cover
- Group Private Medical Insurance
- Self Invested Personal Pensions
- Directors Remuneration & Wealth Management
- Business Coaching
