Business Financial Planning in Newnham

The primary fields where we provide consultancy in Newnham are:-

• Pension Schemes
• Investments
• Death in Service Benefits (Life Insurance)
• Keyperson Insurance
• Private Medical Insurance
• Shareholder Protection
• Salary Exchange Arrangements
• Financial Education
• Individual Independent Financial Planning for employees

The way in which we work with you

A primary meeting is usually held with you so that we can appreciate the needs and requirements of your business, including an in-depth discussion with regards to the provisions you feel will benefit your company and your employees the most successfully.

Then, a detailed analysis of your criteria is undertaken, researching the market for the most appropriate, cost efficient solutions.

A report detailing the benefits to your company/business would be presented to you including exactly how the solutions will meet current and future changes in company, pension and employment law as well as the timescales and costs.

To talk about your Business Financial planning requirements
call us today on 01621 876030.