Client Login

Corporate Services

Bespoke, discretionary pension services for companies; and/or holistic financial advice for your employees and directors.

We work with companies who see pensions as much more than just a box-ticking exercise.

 

With carefully selected pension and investment partners, financial education for your workforce from the outset and ongoing support to lean on, we’ll make the pension you offer your employees a far more tangible employee benefit.

 

You can use it as a powerful recruitment and retention tool, knowing that it is a superior product to off-the-shelf solutions. You can use it to drive financial well-being as your employees have the opportunity to be more enlightened about their long-term finances. You can use it to empower your workforce, let them know that you are doing right by every single individual you employ.

Call Us
Arrange a Call Back
  • Helping your employees feel confident about their financial future
  • Ensuring you are on a good deal and are getting value for money
  • Achieving compliance with the regulations
  • Offering something better to aid recruitment and retention
  • Helping you have happy, motivated staff
  • Boosting financial well-being
  • Here for a long-term relationship, not a one-off transaction
  • Working alongside associates to provide a complete and trusted solution.
We can save you huge sums of money in National Insurance Contributions by switching to a salary sacrifice type arrangement, and by re-brokering to a scheme with lower annual charges.
In fact, based on an average salary of £50,000, with each employee sacrificing the legal minimum contribution of 5%, the savings could be £17,250 each year for businesses with 50 employees, and £34,500 each year for businesses with 100 employees.
We offer a comprehensive, bespoke and fully supported service for employers who wish to go beyond box-ticking.

Expert Research

We will scour all available products for the most suitable auto-enrolment compliant pension for your company, based on a bespoke, fee-based model.

Recommendations

When we have concluded our research we will present our recommendation to you, alongside the reasons why it is the best fit.

Implementation

We will carry out the implementation, on hand to answer any questions and support you throughout the process.

Helping Your Employees

Once set up, we will present the pension to your employees, making sure they get off to the best possible start.

On-Site Clinics

If requested, we can provide monthly on-site clinics to employees to discuss their personal financial planning, and/or quarterly on-site interactive presentations.

Arrange an initial no obligation consultation

Whether it is pensions related, or any of the other services listed above we would love to hear how we could help your company.
We are proactive, enthusiastic and driven by helping employers and their employees be successful financially – so everyone can achieve the lifestyle they aspire to. We think you will find us a breath of fresh air compared to the traditional image of financial advisers, whilst having the experience, resources and network to make a real positive impact. Please get in touch today.
Call Us
Arrange a Call Back
A financial adviser is very useful in getting the best returns on your savings. Jason has been a great help, his knowledge of the markets key to helping us making our savings grow. Jason has always been a good advisor, in helping us with our plans for our retirement plans and goals.
Jason continues to offer easy to understand advice, is easily approachable and readily available to offer good advice.
I was looking for financial advise for my partner initially as she had a reasonable sum just sat in a current account earning nothing. Jason sorted out her investments and I was so impressed, I asked him to look at my pension. He has switched it and I have seen staggered by the growth, particularly if you think of all we’re going through at the moment with Brexit and Covid.