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Workplace Pensions

With increasing regulatory oversight of company sponsored pensions, whether the arrangement is a traditional occupational pension or a workplace scheme put in place to meet your auto enrollment obligations as an employer, good management is essential.

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Business Protection

One of our key roles as your financial planning partner is to safeguard the continuity of your business, by protecting those who look after it.

People are your greatest asset, and losing someone important to your business is a risk worth addressing. We can help you identify which individuals matter to your business and in what way, then establish the appropriate level of cover for each of them.

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Corporate Investment

We can give you the clarity and confidence to make sound investment decisions, helping you achieve your business goals while managing risk. Corporate financial investment is complex and requires advice you can trust. We’re experts, continually seeking out the latest knowledge and accreditation. Our expertise covers shareholder agreements, shareholder protection, key person insurance, corporate investment and commercial mortgages.

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Employee benefits

Employee benefits are fast becoming as important in attracting skilled staff and by investing in your employees helps retain your most valuable assets.

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Successful businesses need the right relationships. Choosing us means you'll have a partnership you can depend on, with experts who understand your world.

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We have the expertise to advise you on workplace pensions, employee benefits, group risk, corporate investment and business protection for your business as well as a whole range of personal services for you and your employees.

We hold the highest professional standards and seek out the latest knowledge and accreditation. We’re determined to continue proving that sound ethics deliver business success.

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