Corporate Services

Financial Education and IFA Surgeries

We work very closely with some of the “great and the good” corporate firms in the City of London delivering in-house financial education and IFA surgeries for their staff. Being a tried and tested name we have a proven track record of being able to deliver a slick back office information and booking system to enable us to provide a consistent service on both holistic and specialised financial planning aspects.

It’s important for staff to feel valued in their benefits package and we can help cement the benefits you deliver by ensuring they make the most of those benefits at the same time advising them of any shortfalls that may be relevant that they need to address in their protection and savings plans.

Our pension advisory service can be delivered through a workplace benefits package as a staff flex choice benefit and the cost of the service offset through salary sacrifice for the individual (this is now Revenue approved).

If your company does not have a benefits package we can consult with you about the implementation of suitable core benefits for your staff such as death in service, income protection, private health care and a suitable workplace pension. We pride ourselves on the communication involved in communicating with your staff and deliver presentations and one to ones initially and with an annual review if required to cement the valuable benefits you’d like to deliver.

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Our Services

We offer a range of retirement and investment planning for your changing needs

Financial protection for our clients, their families and their businesses

Delivering outstanding standards of service for even the most demanding clients

Maximising your financial position and minimises tax upon your overall value

For small businesses who require specialise financial services