Corporate Services


A successful business is derived from the work of experienced staff. In the day to day operation of the business it is easy to overlook how exposed the business might be in the event of illness or death of key personnel. This is where our financial planners are able to assist you in reviewing your current arrangements and provide advice on the suitability of amongst others, Keyperson Insurance, Shareholder or Partnership Insurance and Income Protection to your business.

Company Pension Schemes

With the introduction of auto enrolment, companies have a statutory requirement to provide their staff with a pension scheme and are required to contribute on their behalf. In addition they have the responsibility to enrol each employee into the scheme and administer those that wish to opt-out, and undertake the exercise at regular intervals going forwards.

Employee Benefit Services

The provision of a properly devised Employee Benefit Scheme, may aid recruitment and retention of key members of staff.

Our financial planners are able to assist employers with their Employee Benefit package, from the planning stage through to full implantation encompassing some or all of the following areas:-

  • Group Life Assurance
  • Long Term Incapacity Protection
  • Sickness and Accident Cover
  • Pension Schemes
  • Private Medical Insurance
  • National Insurance Planning
  • Work Place Pension Reform