We offer a range of financial planning advice to companies and organisations, including employee benefit schemes, pension related services, group insurance, affinity group packages, and corporate tax planning.
Our ability to retain the loyalty of our existing clients has made us one of the largest and most respected international financial advisory groups in Europe.
Employee benefit
schemes
Recruit and retain the right personnel with flexible plans for group life insurance, pensions, health insurance, and other benefits.
Pension and
provident schemes
Recruit and retain high quality staff with simple, attractive, and easy to administer group pension schemes.
Pension
transfer
Advice on the bulk transfer of employee pension benefits for companies and organisations.
Group
insurance
Special group deals on a range of international insurance products, including life, critical illness, disability, health, and liability insurance
Affinity
groups
Special group deals for company employees and members of clubs and associations on a range of financial products.
Key person and
partnership insurance
Protect your business from the damaging consequences of the death or permanent disability of a key member of your organisation.
International companies,
trusts and tax planning
Reduce your organisation's tax liability with careful tax planning and ongoing management.
Get in touch with us today
You are under no obligation in having a discussion with us. You have enough obligations in life already.
And there’s no charge for our initial conversation
And there’s no charge for our initial conversation
Talk to us
We will call you back at a time to suit you
Book a meeting
A no-obligation meeting to discuss your requirements