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Business & Group Schemes

Financial Planning for Business Owners

Financial planning for business can be complicated. Our aim is to keep everything as simple as possible. Financial planning for business owners has to be integrated to the current and future wealth that your business is managed to create. We work together to identify the risks and maximise the rewards.

Employee Benefits

As an employer you may be considering the introduction of employee benefits or currently have some form of benefits in place for you employees. We feel it is important that benefits are ?cost effective?. However, not necessarily in that order.

First, benefits should be effective. With careful planning, a benefits package should seek to compliment and promote the: Recognition, Retention and Rewarding of your most valuable employees. In simple terms not "too much to soon". While ensuring that you retain the flexibility to adapt benefits to match competitors when recruiting Management and Key skills employees.

Then there's the Costs. We aim to work with both the employer and employees to develop a package that achieves the mutual objectives of both parties, benefits that are fully appreciated and within budget. Efficient and simple administration is vital to eliminate the hidden cost for employers of time and resources, often spent on administrative oversights with the inevitable joiners and leavers of schemes.


We research and select from the market place for both competitive costs and efficiency.

We offer regular reviews to ensure that schemes remain competitive in the market place.

Group pensions - Group death in Service - Group Income Protection - Group Private Medical - Flexi Benefits

Please use our links from this insurance section to gather as much information and education as you wish. We often find that a client that has some basic knowledge of the protection options they seek find it easier to make an enquiry for a quotation or get more from a meeting, which are offered free of charge and without any obligation whatsoever.


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