Business Planning & Trustee Services

As business owners, we understand the hard work and commitment it takes to run a business.

For owners and directors, do you find time is scarce and ‘business’ take priority over time spent planning your own affairs? Today more than ever, these areas need the planning they deserve and we are perfectly placed to assist.

Protect your Business

  • Owner / Shareholder Protection

    What would happen to the business if one of the owners was seriously ill or died? Shareholder Protection allows for succession of a shareholder or partner’s business stake should they fall ill or die, with options such as required buybacks.

  • Protect your Key People

    Key person cover protects businesses if an employee who significantly contributes to their success becomes seriously ill, or dies. This allows for business continuity and loss of revenue.

  • Business Loan Insurance

    Business loan protection gives co-owners cover for any loan payments that may be at risk, in the event of death or illness.

Find out more

Employee Wellbeing & Benefits

People are our most valuable asset and successful companies put their wellbeing first.

Having an effective people strategy, no matter what size your company is crucial. Building a benefits and remuneration plan that is clearly communicated and appreciated by your employees can really help you to recruit and retain high-calibre employees, making all the difference to your culture and performance.

Group Life, Income Protection & Critical Illness

All options are benefits that form a key part of a comprehensive employee benefits package and enable you to provide an engaging offering to your staff. We are able to provide flexible benefits tailored to your specific budget and needs.

  • Group Life / Death in Service

  • Income Protection policies

  • Critical Illness

Group Personal Pensions

We can set up new or manage existing pensions ensuring you and your employees have future benefits for life’s longer term goals.

Why get professional advice?

We will:

  • Provide regular reviews of your investments and suggesting refinements depending on how close you are to retirement, including ‘life-styling’ and ‘decumulation’ strategies.

  • Keeping you on track to meet your most important goals and ensure your wider goals are in sync.

  • Peace of mind for employees – with expert help, you’ll know you’re doing the right thing by your people.

Still confused? That’s normal! We will sit down, understand your what budget and priorities are and build a benefits plan for your company that works. Simple.

 And that’s not all…

Corporate & Trustee Wealth Management

  • Through leading Model Portfolio Service and Discretionary Fund Management.

  • Investments from £25,000 in straight forward low cost solutions. Typical all inclusive fees including of 1.00% per annum using MIFID II standards. We would challenge you to compare what you’re paying and ask why.

  • Management Reporting electronic

  • ESG solutions by providers such as Prudential, Royal London and Lion Trust

  • Capital guaranteed solutions available

Trustee Investments and Portfolio Review service

  • Providing 3rd party advice to help Family Offices and TCSPs manage their fiduciary duties to seek third party investment advice.

  • Fixed fee portfolio review service to ensure goals and risk are aligned, and third party advice has been provided.