If you are looking for truly independent financial advice presented in a clear, straightforward and understandable way, then you have arrived at the right place.
With independent advice, it is you that sets the agenda. The advice given is unrestricted insofar that there isn’t any bias towards different products or providers. This clearly separates independent advisers from those who are restricted to specific companies or products.
Whether you are a private client or business, we have a solution for you...
Business Financial Solutions
We can look after your business whether you have 2 employees or 1000 employees.
The core of our philosophy is the belief that your business, no matter what size, should benefit from the best and most importantly, independent advice, specific to your needs.
We shall be happy to put together a suite of benefits designed to fit in with your precise needs. So whether you are looking to introduce a new Employee Benefits package, review an existing one or just need some general advice, you can be assured of the highest quality of service. This comes with a wealth of knowledge and experience to establish exactly what your requirements are.
Please allow us the opportunity to demonstrate how we can reduce your costs and improve on the service and benefits you currently provide.
- Group schemes
- Relevant life cover
- Partnership protection
- Shareholder protection
- Keyperson cover
Whether you are a Director of a Limited Company, a Partner in a firm or you just have certain key staff that are essential to the ongoing success and profitability of your company, then it is likely that you will need some form of business protection.
This can be to insure the individuals themselves, insure any kind of corporate debt or indeed, protect and control the shares or share in a partnership in the event of death or ill health. We will make sure that you have the right cover, at the right level and at the right price to suit your needs as well as ensuring that the cover is structured properly by utilising suitable trusts.
Directors have an advantage insofar that they are usually a shareholder as well as technically an employee. Making the most of this status is essential. By utilising tax allowances properly and by structuring the right level of other benefits, we are ideally placed to assist in tailoring a solution to match.
So whether you need advice regarding your business protection needs, some comprehensive medical insurance or the all important retirement planning strategies, you can be assured that we can help advise and find solutions for the present as well as your future requirements.