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Corporate Financial Planning

Deciding on the best benefit strategy for your business is an integral part of a successful company. A good Employee Benefit strategy will enable your company to attract and retain the skilled personnel necessary to meet the challenges of a competitive business environment and to ensure that this is protected adequately so that it can prosper.

Pensions for Directors

Pensions for Employees

  • Group Pensions, Auto-Enrolment
  • Retirement counselling
  • Pension review and consolidation service

Protecting the Workforce

  • Group Life
  • Group Income Protection
  • Group Critical Illness Protection
  • Group Private Medical Insurance

Protecting the Business

  • Key Person Protection
  • Shareholder or Partnership Protection
  • Calculating the best benefit levels

Professional Relationships

We are more than happy to work with your existing Accountant and Solicitor, or if required we have tried and tested connections with other Professional Advisers and will recommend those services where we feel it can add value to our long term relationship.