We provide business owners with corporate financial planning advice and can work in conjunction with other professional advisers such as accountants and solicitors. Our expertise helps business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.





It could simply be a case of reviewing, streamlining or strengthening your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today’s world of tight budgets and timescales, we will work with you to arrange a simple, well-organised and headache-free package of benefits for your employees.

Key Benefits:

  • Auto-enrolment
  • Employee benefits
  • Group and executive pension scheme
  • Group income protection
  • Group private medical insurance
  • Group death-in-service and dependants benefit scheme
  • Partnership and directors share protection
  • Key person business protection
  • Advice for employees

Find your local Truly Independent financial adviser