Business Financial Planning in Sheerness

The main areas where we provide consultancy in Sheerness 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

An initial meeting will be held with you so that we can appreciate the needs and requirements of your business, including an in-depth discussion about the provisions you feel will benefit your company and also your employees the most effectively.

Then, a complete analysis of your requirements is undertaken, researching the market for the most appropriate, cost effective solutions.

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

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