Financial Services ,Regulatory Act

Our independent financial advisers understand the needs of business owners and can help you safeguard your company’s future and protect its key assets.
You will benefit from impartial financial advice from a team that has more than 100 years’ joint experience and in excess of £150m of client’s assets under management.

Corporate pension planning is a particular expertise of ours. We help directors and senior executives plan for their retirement. Our experts can also help you with group pension schemes and will advise you on your obligations as the government prepares to make them compulsory for all businesses.

Our financial advisers appreciate how important it is to attract and retain the best staff. We will help you establish employee benefit packages to aid retention and increase staff motivation and loyalty. We appreciate the role directors, shareholders and partners can play in a business and the impact their loss will have on its future prosperity.

To protect against unforeseen circumstances we can provide Keyperson Protection which will offer a lump sum if a key individual dies or suffers ill health. Our experts will also ensure that the family of the deceased is sufficiently compensated through Shareholder or Partnership Protection.

All of our financial services solutions are tailored-made to suit your individual requirements. Our services, which are backed up by the expertise of our corporate and employment solicitors, include:

  • corporate pension planning
  • employee benefits
  • keyperson protection
  • shareholder/partnership protection