We work with organisations across many sectors to provide:

  • Pension schemes
  • Employee benefit solutions
  • Business protection, such as shareholder, loan and keyman cover

We also advise on a range of other business issues including:

  • Profit extraction
  • Tax planning
  • Auto-enrolment
  • Corporate investments
  • Business wills

With challenging workloads and many demands on their time, it can be easy for busy business people to get caught up in the day-to-day management issues, neglecting to take time to ensure that their own and their business’s finances are properly thought through. Our clients know they can rely on us to cut through the complexity of financial services to provide them with clear expert advice at every stage of their business development.

As with our private customers, we seek to become a trusted adviser to our corporate clients, using our expertise to give them confidence that the financial services they have in place are appropriate to their needs, now and in the future.

We provide a single point of contact for a whole range of services, from income protection for the self-employed, through small self-administered schemes (SSAS) for owner-managers, to group schemes for larger organisations. For owner-managers, our advice extends seamlessly from your business interests to your personal finances.

The Financial Conduct Authority does not regulate auto–enrolment, tax planning or wills.

The value of investments can fall as well as rise and you might get back less than you invested.