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We specialise in all aspects of employee benefits, business protection and succession planning. We look at the whole picture, so every aspect of our financial advice drives towards your business goals.
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Employee benefits consultancy
How do you measure up to your competitors? We analyse companies and their industries to design and implement a competitive employee benefits programme. Recruit and retain talented individuals, reduce the risk of high turnover and lost business knowledge.
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Workplace financial education
We provide seminars to help your people make the most of their money. We’ll give them the know-how to take control of their finances and soothe money worries. And, with greater financial understanding your employees can better appreciate and enjoy the benefits you offer.
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Business protection
Protect your business’ future against the unexpected. Reduce the risk of death or serious illness of key employees, and loss of their expertise.
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Executive financial planning
We support many business leaders with financial advice, allowing them to focus on the day to day running of their business. We look at the whole picture, from personal protection to succession planning.
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Workplace pensions
Auto enrolment and automatic re-enrolment is part of business life. We can help your business remain compliant and ensure your current scheme offers value for money.
