Small, medium and large size businesses all need specialist advice to suit their particular business and financial goals. They need advisers who recognise the issues of business interests and the personal family dynamics involved.
We typically look at two areas: employee benefits and directors succession planning.
The employee benefit packages we design are:
- Keyman/share protection
- Executive pension and retirement planning
- Group personal pensions
- Group income protection
- Group death in service
- Group/executive private medical insurance
- Flexi benefits packages