top of page

It is our firm belief that financial planning should by no means be applicable to individuals only. If anything, corporate financial planning is more important because the potential consequences of failing to act can impact the employer, directors and the employees.

Our range of services includes:


  • Death in Service Arrangements

  • Group Income Protection

  • Private Medical Insurance

  • Critical Illness Cover

  • Shareholder Protection

  • Partnership Assurance

  • Corporate Pension Planning

  • Group Pension Schemes

  • Corporate Investments


We ensure our advice is accurate and helps you achieve your Company's objective in the most time and cost effective way as: 


  • We get to know you and understand your business and your needs

  • We review your existing arrangements and recommend amendments as necessary

  • We set everything up without you or your employees needing to talk to call centres

  • We attend your workplace regularly to meet with you and your staff

  • We will keep you informed of any relevant changes to legislation

  • We’re here to help!


Our corporate solutions are designed to be flexible and meet the evolving needs of your business. We understand that things change. Directors may leave or you could have a large influx of new employees. We ensure our schemes are built for whatever eventualities arise.

We also provide specialist advice for Directors and business owners to ensure their personal financial requirements are addressed. Contact us today for an obligation free initial consultation.


We can help small to medium organisations plan their financial futures. From start-ups requiring finance, to growing organisations looking to fulfil their legal obligations with regards to workplace pensions, through to success and the ability to take advantage of excess profits through investment options, to manage property tax effectively, and provide protection for Directors, shareholders and employees alike.

bottom of page