Corporate Clients

The planning needs of small and medium sized businesses are constantly changing. We work with Sole Traders employing a handful of staff and Limited Companies employing in excess of 100 staff. We provide advice to business owners, managers and their employees to ensure that their financial and protection needs are suitable met. Our objective is to give our clients peace of mind to do what they are best at, driving their business forward.

We provide our Corporate Clients with advice in the following areas;

• Employee Benefits
• Pensions - Self Invested or Small Self Administered Schemes (SIPP & SSAS)
• Keyman, Partnership and Shareholder Protection.
• Unsecured and Alternatively Secured Pensions
• Group Pensions
• Investments
• Tax Planning
• Succession Planning

In conjunction with our accountancy and legal partners, we can structure a plan that safeguards the future of companies, employees and its Directors.