OUR SERVICES
Expert financial advice you can trust
CORPORATE SOLUTIONS
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 *Auto Enrolment is offered by referral only
- 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
Tax treatment varies according to individual circumstances and is subject to change.
To achieve the above we work in tandem with your current tax advisor.
Small Self Administered Schemes and Auto Enrolment are not regulated by the Financial Conduct Authority.
Will Writing is not part of the Quilter Financial Planning offering and is offered by referral only. Quilter Financial Planning accept no responsibility for this aspect of our business.
The Financial Conduct Authority does not regulate Will Writing, some Employee Benefits, Auto Enrolment, Cross Option Agreements and Tax Planning.