Financial advice for businesses

Our range of services for businesses is very broad. It starts with your employee benefits provision, includes services to keep you compliant, such as pension scheme governance, and extends through to financial education, where our consultants bring financial planning alive for your workforce.

We specialise in all aspects of employee benefits, business protection and succession planning. We look at the whole picture, so every aspect of our financial advice drives towards your business goals.

 

Speak to us about advising your business
Who we work with

We support blue chip firms through to SMEs because we take a bespoke approach to their requirements. Our experienced consultants know the questions to ask upfront and we’re very comfortable giving your people guidance and supporting them to implement solutions, but we’re equally adept at rolling up our sleeves and delivering content that will engage your workforce and drive value from your investment in your people.

 

Our corporate team

  • Paul Mitchell

    Paul Mitchell

    Director, Corporate Solutions
    Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy. Areas of advice include group pensions (both DB and DC), auto enrolment, group risk benefits (death in service, income protection), flexible benefits and total reward statements. Paul regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Paul can help potential purchasers to identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more
  • Bramwell Towse

    Bramwell Towse

    Director, Corporate Solutions
    Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both Defined Benefit and Defined Contribution),auto enrolment, group risk benefits (death in service, income protection etc.) as well as flexible benefits and total reward statements. Bramwell has experience of dealing with companies who have undertaken acquisitions, or have been the subject of  Mergers and Acquisitions activity themselves and therefore, can help potential purchasers in identifying the types of arrangements in place, and more importantly ensuring they meet legislative requirements, especially around Defined Benefit Schemes and auto enrolment. He can also help in ensuring the new company has the right benefits in place for the right cost, therefore maximising profit for the new owners. Read more
  • Sarah Herd

    Sarah Herd

    Director of Employee Benefits and Engagement
    Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial adviser before joining Barclays' corporate division in 2015. With a client portfolio ranging from owner managed businesses to multi global PLCs, Sarah’s approach is to provide solutions relating to both employees and the boardroom. Sarah has a well established network of professional connections and develops business with them. These include accountants, solicitors and the banking community. Read more
  • Bryan Stott

    Bryan Stott

    Corporate Consultant
    Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in pension auto-enrolment since its inception in 2012, advising employers of all sizes including many household names like 99p Stores. As well as advising companies on their employee benefit strategies, Bryan specialises in business protection and succession planning and his experience leads him to believe that many SMEs are busy building their businesses and sadly overlook this important aspect of financial planning. Bryan regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Bryan can help potential purchasers identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more
  • Roger Dickenson

    Roger Dickenson

    Corporate Consultant
    Roger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of pension and group risk schemes along with business protection advice i.e. key person and shareholder protection cover. Roger regularly undertakes pension scheme governance reviews and provides independent advice to employers to ensure they maintain ongoing compliance with pension legislation. Read more
  • Paul Mitchell

    Director, Corporate Solutions
    Paul has worked in the employee benefit industry for over 25 years, 15 of which have been spent advising companies on their employee benefit strategy. Areas of advice include group pensions (both DB and DC), auto enrolment, group risk benefits (death in service, income protection), flexible benefits and total reward statements. Paul regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Paul can help potential purchasers to identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more
  • Bramwell Towse

    Director, Corporate Solutions
    Bramwell has 40 years of financial services experience with the past 37 years in employee benefits. Areas of advice include group pensions (both Defined Benefit and Defined Contribution),auto enrolment, group risk benefits (death in service, income protection etc.) as well as flexible benefits and total reward statements. Bramwell has experience of dealing with companies who have undertaken acquisitions, or have been the subject of  Mergers and Acquisitions activity themselves and therefore, can help potential purchasers in identifying the types of arrangements in place, and more importantly ensuring they meet legislative requirements, especially around Defined Benefit Schemes and auto enrolment. He can also help in ensuring the new company has the right benefits in place for the right cost, therefore maximising profit for the new owners. Read more
  • Sarah Herd

    Director of Employee Benefits and Engagement
    Sarah has worked in the financial services industry for over 25 years. She joined Wren Sterling in 2016 having worked as an independent financial adviser before joining Barclays' corporate division in 2015. With a client portfolio ranging from owner managed businesses to multi global PLCs, Sarah’s approach is to provide solutions relating to both employees and the boardroom. Sarah has a well established network of professional connections and develops business with them. These include accountants, solicitors and the banking community. Read more
  • Bryan Stott

    Corporate Consultant
    Bryan has worked in the employee benefit industry for over 20 years and before that he ran his own IFA practice. Bryan has been heavily involved in pension auto-enrolment since its inception in 2012, advising employers of all sizes including many household names like 99p Stores. As well as advising companies on their employee benefit strategies, Bryan specialises in business protection and succession planning and his experience leads him to believe that many SMEs are busy building their businesses and sadly overlook this important aspect of financial planning. Bryan regularly advises companies who have undertaken acquisitions, or have been acquired themselves. Bryan can help potential purchasers identify the types of arrangements in place, whether they represent fair value and more importantly, ensuring they meet legislative requirements. Read more
  • Roger Dickenson

    Corporate Consultant
    Roger has over 25 years’ experience providing advice to SME clients on employee benefits provision. This includes the review and communication of pension and group risk schemes along with business protection advice i.e. key person and shareholder protection cover. Roger regularly undertakes pension scheme governance reviews and provides independent advice to employers to ensure they maintain ongoing compliance with pension legislation. Read more
Find out more about our corporate services
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