Corporate Client Services
We specialise in helping our corporate partners on both an individual and company basis, advising on a comprehensive range of solutions, whatever the size of the company.
As all businesses are different it is essential we understand the requirements of each corporate partner. We then provide a bespoke package of solutions to achieve both their current and future needs.
Whether you are protecting the shareholders or key
personnel, reviewing your employee benefits package or deciding on the best company pension scheme, we will be able to help you plan effectively.
We aim to deliver outstanding service to our corporate partners, removing the unnecessary hassle of administration and dealing directly with employees thus freeing up valuable time and providing peace of mind.
• Shareholder/Partnership protection
• Key person protection
• Tax and trust planning
• Employee benefits:
Group Life, Group PHI, Group PMI and Group Pension Schemes
• Investment of corporate funds
• Directors/Partners pension planning
The charging structure would be discussed and agreed during the initial meeting.