Corporate and M&A
  • Succession & Exit Planning
Business & Corporate Protection
  • Shareholder Protection
  • Keyperson Protection
  • Relevant Life Policies
Commercial Property Purchase via Pensions
  • SSAS Professional Trustees since 1979
  • SIPP
Corporate Investment Strategies
  • Owner Manager Retirement Planner
  • Funding for Business Growth
  • Risk Based Investment Management
  • Sale of Business - Proceeds Investment
Staff - Group Risk & Employee Benefits
  • Assist with recruitment & retention of key staff
  • Executive Benefits Provision
  • Installation & Management of Risk Benefits
  • Claims Management
  • Flex Benefits
  • Staff Benefits Online Access
Staff - Managing Group Pensions
  • Suitability Review of Existing Schemes
  • Compliance with current and new legislation (Stakeholder & NEST)
  • Installation & Management of Risk Benefits
  • Pension Scheme Installation and Management
  • Bi-Annual Staff Pensions Surgery
  • Retiring Staff Advice Clinics
Planning for New Business Ventures
Planning for Retirement