You work hard to build your business – we make sure it works just as hard for you
- Because you want to attract and retain the best staff
- Because you want your business to survive all eventualities
- Because you want your business to provide for your future
Comprehensive solutions for all your corporate financial needs
Private medical insurance
The number one staff benefit – which also improves your bottom line
Growing a small or medium-sized business takes hard work, imagination and determination. Naturally, you want your company to provide for you successfully now and in the future. We provide the expertise you need to build in the benefits, protection and financial planning to ensure the continued success and remuneration you are looking for.
We offer a personal service to our clients, building successful long-term relationships. Your dedicated adviser takes time to understand your business objectives, creating a bespoke solution from competitively priced, market-leading products that best supports these.
And if you’ve ever got a query, you’ve only got to pick up the phone – we’ll find you an efficient solution quickly, so you can get on with running your business.
Based in Brighton, we’ve been successfully supporting business in Sussex, Surrey, London and across the UK for 70 years
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Our expert wealth management advisers will be delighted to answer your queries
Attracting and retaining the right staff means offering more than just a competitive salary. We can advise on the full range of benefits that the top candidates increasingly look for, to help you build a winning team. We can create efficient schemes tailored to your requirements, or review your existing arrangements to make sure they meet your organisational goals and are competitively priced.
Automatic enrolment has made it compulsory for all employers to automatically enrol eligible workers into a pension scheme and pay money into the scheme. We can advise on the different options available, including reviewing your existing arrangements, to make sure you have a scheme that meets the automatic enrolment criteria and while supporting the key objectives or your organisation.
Key Person and Director’s Life Assurance
There can be many reasons why life assurance for key personnel can be a sensible precaution to safeguard your business and help it grow. It may be a requirement for a business loan. It can help you overcome the potential devastation if a director or partner were to die, or the costs of replacing key personnel in the event of a fatal illness or accident. None of us like thinking about worst-case scenarios, but having the proper protection in place can be the difference between your business sinking or swimming.
Director’s retirement planning
Making sure your business will provide for your retirement requires expertise to take full advantage of the complex options available to create a tax-effective solution for both you and your business. We cut through the jargon to provide intelligent pension forecasting, targeted retirement plans and bespoke solutions tailored to your long-term, individual needs, including incorporating existing Personal Pension Plans.