Investments, Pension planning, Retirement options, Family protection, Tax planning, Business protection, Employee benefits, Executive retirement planning

 

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Services for businesses

 

Helping businesses thrive

 

Businesses today face an increasing level of threat from external and internal pressures. Yet with such high levels of government regulation in most sectors, it can be difficult to find time to address even the most important business issues. We could help small to medium sized businesses identify the most important issues and reduce their potential financial impact on the operation:


 

Key employee, © 3poD Animation Maze - FotoliaBusiness protection

 

Businesses can be affected by a wide range of financial events, ranging form the death or long term illness of one of the partners or directors, to the loss of a key employee. We aim to help you identify these potential threats – including who are the key people in your business, they may not be who you think – and then put in place strategies designed to give the business a better chance of surviving in the desired form without the threat of external intervention by new part-owners or the bank.


 

Business man by coins, © Anatoly Tiplyashin - FotoliaEmployee benefits

 

Securing and retaining the best employees can be something of a challenge, so having the right remuneration and benefits package can make all the difference in your employment strategy.

 

We can plan and implement an employee benefit strategy that aims to help you build the top-quality workforce you want, including:

  • Pensions;

  • Death in service;

  • Group sick pay; and

  • Medical expenses


 

Executive retirement planning

 

Yachts sailing, © Jefras - FotoliaAfter running a successful business and looking after the staff, it can be all too easy to forget yourself. We could help you plan for your own retirement in such a way that it can also help your business, if necessary.

 

Like any professional, we need to be paid for our services, but we can usually agree that our fees are paid out of commission generated by any products we may arrange and manage on your behalf.

 


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