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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.

 

Review

Streamline

Strengthen

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 a Truly Independent Financial Adviser near you

Mark Cooper

Purley, Surrey

Pension Investment Protection

Chris Rimmer

Prestwick, Ayrshire

Pension Investment Protection

Alex Douglas

Dunfermline, Fife

Pension Investment Protection

Martyn Clemie

Dumfries

Pension Investment Protection

John Martin

Glasgow

Pension Investment Protection

John Boyle

Glasgow

Pension Investment Protection

David Marchant

Uddingston

Adam Simcox

Sutton Coldfield, Birmingham

Pension Investment Protection Mortgages

Grant Livingstone

Monmouth

Pension Investment Protection

Gary Decker

Nuneaton, Warwickshire

Pension Investment Protection

Denis Turnbull

Penrith, Cumbria

Pension Investment Protection

Darren Hopkins

Abercynon, RCT

Pension Investment Protection

Maxine Scott

Thornhill, Dumfries

Pension Investment Protection Mortgages

Mark G. Ainsley

Pulborough, West Sussex

Pension Investment Protection

Mark Robertson

Glasgow

Pension Investment Protection

Lynne Bennett

Sheffield

Pension Investment Protection Mortgages

David Dean

Reading, Berkshire

Pension Investment Protection

David Illingworth

Glasgow

Pension Investment Protection

David Bartholomew

Carlisle, Cumbria

Pension Investment Protection

Comran Taher

Hull, East Yorkshire

Pension Investment Protection

Alan McJannett

Carlisle, Cumbria

Pension Investment Protection Mortgages

Andy Stocker

Beverley

Pension Investment Protection

Alan Simpson

Hamilton, Lanarkshire

Pension Investment Protection Mortgages

Andrew Johnson

Droitwich, Worcestershire

Pension Investment Protection

Alan Bradley

Edinburgh, Midlothian

Pension Investment Protection

Wendy Brown

Doncaster

Tracey Davies

Cardiff

Pension Investment Protection Mortgages

Stephen White

Sutton Coldfield, West Midlands

Pension Investment Protection Mortgages

Rob Ritchie

Alnwick, Northumberland

Pension Investment Protection

Paul Turner

Wyevale, Hereford

Pension Investment Protection

Neill Anderson

Clydebank, Glasgow

Pension Investment Protection Mortgages

Mike Craddock

Sutton Coldfield, West Midlands

Pension Investment Protection

Michael Finch

Monmouth

Pension Investment Protection

Clive Quinn

Shortlands, Bromley

Pension Investment Protection

Carl Weller

Leatherhead, Surrey

Pension Investment Protection Mortgages

Brian McNair

Glasgow

Anthony J. Buckle

Gateshead

Pension Investment Protection