DELIVERING FINANCIAL CLARITY THROUGH OUR 3 STEP PROCESS:
FACT-FIND & ANALYSIS
We conduct a fact find of your business and financial objectives.
COMMUNICATE & IMPLEMENT
We discuss how you plan to communicate any new financial arrangements that will effect your staff and shareholders – communicated in a manner that is clear and easy to understand.
MANAGE & ENHANCE
We manage your agreed financial plan with clear reporting throughout the year.
Key man cover and share protection are of great importance to any company no matter the size or years in business. A fully protected business can get on with day-to-day business in the knowledge that when faced with a tragic event the company should stand a much higher chance of survival.
Granted these are not easy issues to think about and business people sometimes shy away from making decisions on this aspect of their business but we always advise that Business Protection is a sensible measure to take.
It’s a cliché but true to say that business is all about people. At the end of the day any business is only as good as the people in it. So when you attract the best people you really do need to work hard at keeping them, which is why more and more companies are using our expertise and advice to help them design benefits packages that are a good fit with their business model.
We take away all the stress associated with implementing such schemes and with the help of our design team we can even help set up an internal communications programme to help pitch your benefits schemes to your staff.
Whether you wish to discuss the most suitable group pension scheme for staff and directors or an individual pension for yourself or another staff member, we have all the facts, figures and benefits to bring to your attention.
These are big decisions and as such we take time to sit down and discuss these matters fully so that we can get a clear and comprehensive understanding of your plans and objectives.