The ups and downs of business can often be a rollercoaster. When you are working hard to drive results, having the financial planning aspects of running a company taken care of can be invaluable.

We offer a range of bespoke solutions for business owners that range from pension plans, to protection to employee benefits.

Succession Planning and Employee Benefits are not regulated by the Financial Conduct Authority.

Our service to businesses includes:

We can help set up and administer a pension plan for your employees, freeing you to concentrate on driving your business forward.

We can advise on protecting against loss of control of your business to a third party.

In the event of losing a key member of staff, we can provide insurance options that will cover you to ensure continuity of business.

When you decide you no longer want to continue running your business or circumstances arise which prevent you from doing so, we can help plan for the future.

There may be certain benefits you want to offer your staff, for example private healthcare. We can work with you and your budget to help you achieve the best possible benefits.