Corporate Financial Planning

We offer professional advice on all aspects of Corporate Financial Planning, such as Group Pensions Arrangements, Key Person Insurance, Employee Benefits and National Employment Savings Trust (N.E.S.T.)

Our expertise and experience is working with small and medium sized businesses.

Whether you are a sole trader, partnership or limited company, you may benefit from some expert advice regarding your financial planning and group pensions.

Our team can help you in a number of ways, including:

  • Group Pensions Arrangements: a full review of your post A-Day situation.
  • Key Person/Shareholder Insurance: cost effective advice to protect the company and its shareholders from the death or critical illness of a partner, key director or staff member.
  • Employee Benefits Services:  Please read or download the pdf below for further information on our Employee Benefits services.
  • Property Purchase: Whether for office or industrial premises, our range of commercial mortgage services is second to none.  We select a lender by researching the whole market place, thereby saving you time.

We are also professionally obliged to provide you with the best advice.