We will also help you to devise a bespoke, long-term strategy so that when the time comes to exit, you will be able to get out of the business much more than you put in. We’re here to deliver the expertise and experience of financial investments and insurances that means you can spend more time running the business you are passionate about.
Services that we offer include:
- Company pensions/NEST
We will advise you on structures that businesses are required to put in place for Company Pension Schemes. We also offer advice on the types of schemes that can be set up to keep within the parameters of legislation set out by the Government.
- Group protection
We can help you put in place employee benefits, such as death in service, private health insurance or income protection. If you already offer these benefits, we can review your existing policies to make sure that you have the best available deal.
- Business investment accounts
We can advise on the best way to invest any medium to long-term savings the business has, in order to maximise the returns.
- Key man insurance
We can help you implement policies which protect your business from the impact of losing key employees. This not only protects revenue, but also allows your business to continue to operate whilst cover or replacement employees are recruited.
- Protection for sole traders and partnerships
We can advise on policies and legal arrangements which would protect other shareholders in a business in the event of the death of a business owner/partner.
- Offshore investments
We can advise on any existing investments that your company, or you as a business owner, may have outside of the UK. We also offer advice on how to invest money from the UK to an offshore account.
Please note, the value of investments and income from them may go down. You may not get back the original amount invested.