Corporate Planning

As a result of our heritage we have long experience in providing pension advice to employes and business owners. Our corporate clients range from large organisations to the self employed, and so we have become adept at packaging solutions to suit your business needs whatever they might be.

Our particular areas of expertise are

  • Group Pensions
  • Group Life Assurance and Critical Illness
  • Group Permanent Health Insurance
  • Advice and assistance on scheme implementation and ongoing support and administration in order to ensure the smooth running of the Employee Benefit arrangements in place
  • Retirement and Succession Planning
  • Ensuring your business and your family are protected in the event of death or ill health
  • Protecting your business in the event of loss of key personnel

Come and talk to us about how we can provide advice tailored to your Company/Employees needs.