Financial Services for Businesses

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 our corporate clients’ goals.

With any corporate relationship we often begin with a review of our client’s existing benefits strategy and policies, to establish what’s important and work towards ensuring a return on investment.

Our services are suitable for the whole corporate market – from auto enrolment assistance to executive services like SIPPs, SSASs and personal pension reviews.

Two cyclists on a wooded path.

Company Pension Schemes

Does your company you have an existing pension scheme, do you know for sure if it is fit for purpose? Our comprehensive Group Pension Audit can help.

A happy couple enjoying retirement

Auto enrolment

Get support for your Auto enrolment scheme to support your employees during retirement.

Shot of an elderly couple working out a budget while sitting on the living room sofa

Financial education

Help your employees grow their financial confidence, staying informed about legislative changes and able take control of their own finances.

Woman looking at her finances on the move

Your Finances hub

Our ‘Understanding your finances’ portal is a gateway to financial education for employees, covering questions like ‘What is the difference between savings and investments?’ and ‘How important is it to have a will?’

Couple sailing on a boat

Managing corporate pension risk

Find out how you can reduce liabilities of legacy defined benefit schemes, while supporting your members with their retirement journey.

A woman reviews her pension online

Protection

Plan for the unexpected. Ask our advisers to review your current protection arrangements and and we’ll scour the market to find the most suitable cover.

An older couple looking at their pension finances

Personal finance planning for Executives

Support your senior staff by providing holistic personal financial advice that covers everything from their pension arrangements to wealth planning and protection.

Corporate meeting business

Flexible benefits

A flexible benefits scheme allows your staff to access a benefits package designed from them. Our experienced team can work with you to understand what your employees will really value.

Auto enrolment

Get support for your Auto enrolment scheme to support your employees during retirement.

Company Pension Schemes

Does your company you have an existing pension scheme, do you know for sure if it is fit for purpose? Our comprehensive Group Pension Audit can help.

Flexible benefits

A flexible benefits scheme allows your staff to access a benefits package designed from them. Our experienced team can work with you to understand what your employees will really value.

Managing corporate pension risk

Find out how you can reduce liabilities of legacy defined benefit schemes, while supporting your members with their retirement journey.

Personal finance planning for Executives

Support your senior staff by providing holistic personal financial advice that covers everything from their pension arrangements to wealth planning and protection.

Protection

Plan for the unexpected. Ask our advisers to review your current protection arrangements and and we’ll scour the market to find the most suitable cover.

Financial education

Help your employees grow their financial confidence, staying informed about legislative changes and able take control of their own finances.

Your Finances hub

Our ‘Understanding your finances’ portal is a gateway to financial education for employees, covering questions like ‘What is the difference between savings and investments?’ and ‘How important is it to have a will?’