City Capital Financial Planning core business model is working with HR and Benefit teams to offer an onsite Financial Planning advice service to employees. Never before have the services of a truly Independent Financial Planning advisory business been more relevant and useful.
Our aim is to enhance your communications of your benefits package so that the employee fully understands what they have in place and to also help them make suitable financial decisions on their future planning.
Pension legislation has become more complex and constant tax efficiencies are being changed within annual Government budget announcements. This is leading to our services being perceived as a great voluntary benefit for companies to provide for their staff and we are finding that our services are becoming a key component of the focus on promoting ‘financial awareness and well-being’ amongst employees.
We work with professional firms and our services are always tailored to the requirements and ethos of the company. Our partners are from a broad spectrum of industries including Investment Banking, Consultancy and Law firms.
Most IFA’s, City Capital Financial Planning included, usually charge clients either a standard rate fee (From £500 upwards) to initially engage with a retail client. However, as a concession to our corporate partners, we offer a completely fee-free service for the initial 45-minute meeting with the employee. We do not charge the employer or the employee for this initial discussion.
In 2017, we met with over 1,000 clients within employee advice service schemes. From these meetings, we received over 200 positive feedback responses. We have helped corporate employees with a variety of financial planning issues from life insurance through to far more complex pension transfer advice and even Inheritance Tax planning advice for their families.
We tailor our service to suit the ethos and objectives of the company that we are working with. Historically, this has included: –
We also realise that in a digital world, clients like choice and instant information 24/7. Therefore, we are also offering telephone and online video advice as well. More details will follow.
We provide each partner company with a bespoke website featuring general financial planning information and a appointment booking functionality to ensure all enquiries come directly to us and the service does not generate any additional workload for HR.