We have specialist teams of advisers who provide financial advice to a range of clients:
Business – Small Partnerships to Medium-Sized Limited Companies (up to 1,500 employees).
Individuals – Those with Investment, Savings, Mortgage or Protection needs.
Medical and Dental – Doctors and Dentists with requirements particular to their profession.
Trustees – Appointed via the Will of a family member, friend or by charities.
Professional Connections – Our service to clients is enhanced by these relationships.
We have helped a number of local and national businesses to prepare for “auto-enrolment” and the regulatory obligations placed upon them . Our team of dedicated financial planners help businesses comply with the many onerous requirements, whilst enabling the solution implemented to be as cost-effective as possible, often using Salary Sacrifice to help mitigate the increased cost.
We are not only experts in advice for group pension arrangements, but can also assist with all aspects of employer related financial planning and employee benefits.
Whatever your individual needs, our experienced team of specialist advisers are able to help you, whether you are looking to install a benefits package to reward and attract key personnel or you would like to position your business for sale.
Our specialist advisers can also help you with: