Corporate Wealth
Corporate Wealth is a focused service offering an independent financial review and ongoing advice specifically designed for employees of our corporate clients, to enable them to enhance their existing service to best meets their needs.
Retirement Planning
Most of us recognise the importance of setting aside funds to secure the best possible future. Initially, we can assist you in building up a fund and balance the considerable tax advantages of saving through pensions, against the flexibility of other options. We'll view the whole picture and can suggest strategies to access your wealth in stages, supporting those who prefer a gradual transition between full time work and full time retirement. When you do retire, we can help arrange a guaranteed income for life, or invest funds to provide a flexible and potentially growing income over the years.
Protection and Assurance
We all want to feel secure, so ensuring you have financial protection against the impact of an accident, illness or an untimely death is of paramount importance. We can help you identify and prioritise the key risks you should insure against and find the most suitable products from reputable providers. This will ensure you achieve the best value for money, structured to ensure maximum benefit for every pound spent, so that your family’s independence is protected and your business is securely underpinned.
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