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I RETIREMENT COUNSELLING I ENQUIRY FORM I


Independent Financial planning advice for:
Large Corporate Clients

Many PLC Companies, partnerships and organisations have established formal arrangements with us to ensure that employees at all levels benefit from a range of services made available "In House".

These include:

     
Executive Financial Counselling Service
  A comprehensive wealth creation programme, primarily for directors and senior management. Independent advice is available on a wide range of tax efficient investments and financial planning matters. This will appeal most to those executives with significant tax liabilities or substantial assets requiring sophisticated advice.
"In Career" Financial Counselling Service
  Appropriate for employees at all levels and enables individuals to obtain impartial advice on all aspects of investment, regular savings, general financial planning and pensions.
Retirement Counselling Service
  Provides advice to employees approaching retirement in the near future, and also those individuals where retirement is imminent. Includes both group seminars and individual counselling where appropriate.
Financial Counselling for Dependents
  When an employee dies, most employers are concerned to help the family left behind. This service enables dependents to receive independent specialist advice on the redeployment of the death in service benefit to maximise net spendable income whilst protecting the capital against inflation. Budgeting, calculation of income requirements and ongoing investment advice are also covered.
We are also retained in this capacity by a number of organisations in both the public sector and also in the private sector including many leading UK & multinational companies.

Please CONTACT US by clicking HERE if we can be of assistance to you.