Corporate

A financial planner can form an important part of your business advisory team helping you create long-term prosperity and sustainability for your business, employees and clients. While you are there and long after you have gone.

We have over 50 corporate clients ranging from over 500 employees to small family and owner managed businesses. We help them with:

  • Business continuity planning
  • Succession planning
  • Corporate investments
  • Employee benefits schemes, and
  • Tax efficient remuneration strategies for directors and business owners.

We deliver this by:

  • Setting up an initial meeting to establish your aims, objectives and budget
  • Undertaking an audit of any existing arrangements
  • Identifying a range of options that will help meet your aims and budget
  • Agreeing an implementation strategy
  • Providing ongoing service, support and regular review.

Our goal is always to develop long-term relationships as we believe this is the way we can add true value going forward.