We work daily with associated professional services on behalf of both our own clients and those of other professionals. Sometimes there is a crossover of needs and mutual introductions take place. We work closely with a select number of Accountants and Tax Advisers but do not close our doors to further enquiries of support.  We guarantee a senior manager will look after your enquiry and our high levels of service will compliment your own business ethics.

Corporate and M&A

  • Succession & Exit Planning

Corporate Investment Strategies

  • Owner Manager Retirement Planner
  • Funding for Business Growth
  • Risk Based Investment Management
  • Sale of Business – Proceeds Investment
  • Cash Management

Staff – Managing Group Pensions

  • Suitability Review of Existing Schemes
  • Compliance with current and new legislation
  • Installation & Management of Risk Benefits
  • Pension Scheme Installation and Management
  • Bi-Annual Staff Pensions Surgery
  • Retiring Staff Advice Clinics

Planning for Retirement

  • Ensuring your client has considered all retirement options

Business & Corporate Protection

  • Shareholder Protection
  • Keyperson Protection
  • Relevant Life Policies

Corporate Property Purchase via Pensions

  • SSAS provision
  • SIPP provision

Planning for New Business Ventures

  • Getting it right from the start!

Staff – Group Risk & Employee Benefits

  • Assist with recruitment & retention of key staff
  • Executive Benefits Provision
  • Installation & Management of Risk Benefits
  • Claims Management
  • Flex Benefits
  • Staff Benefits Online Access