We provide business owners with business financial planning advice and can work in conjunction with other professional advisers such as accountants and solicitors. Our expertise helps business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection, commercial mortgages and insurance.

It could simply be a case of reviewing, streamlining or strengthening your existing arrangements or it may be time to introduce a whole new package of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own benefits package from the range of options you set.



From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today’s world of tight budgets and timescales, we will work with you to arrange a simple, cost effective, well-organised and headache-free package of benefits for your employees.



Key Benefits:


  • Auto-enrolment
  • Employee benefits
  • Group and executive pension scheme
  • Group income protection
  • Group private medical insurance
  • Group death-in-service and dependants benefit scheme
  • Partnership and directors share protection
  • Key person business protection
  • Advice for employees