Expert financial advice you can trust
Designing solutions tailored to your business
Running a business today is more than a full time job. Employers and business leaders are expected to take greater responsibility for employee well-being. As a Director it is also important that you look after your own increasingly complex personal financial affairs.
These essentially mirror the issues found in people’s personal lives. They are often overlooked, or not even considered by many businesses.
We help you to determine what issues are important to your business and design solutions to meet them.
These include, but are not limited to:
- Director and Employee Pension-Planning and Schemes
- Keyman Insurance and Shareholder Insurance
- Company Wills and Cross Option Agreements
- Group Life and Medical Insurance
- Employee Benefit Schemes
- Tax-efficient means of rewarding key staff and directors
To achieve the above we work in tandem with your current tax advisor.
The Financial Conduct Authority does not regulate Will writing, employee benefits, cross option agreements and tax planning.
Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.