Market reviews

As an independent, chartered wealth advisory firm, we conduct regular reviews of whole of market offerings and service propositions.

Reviewing and evaluating

As such, we are in an extremely strong position to review current business arrangements and determine if these are the most appropriate.

It is good business practice to go through a thorough regular review of employee benefits and we can add significant independent analysis to ensure your arrangements are the best for employer and employee alike.

We would start by thoroughly reviewing your current situation, your administrative resource and your budget then, armed with your long term goals and financial projections, we can provide advice on possible improvements and assist in long-term planning.

Areas that you might want us to concentrate upon may include your current pension arrangements and business protection schemes such as income protection, death in service benefit schemes, critical illness schemes and group medical schemes.

Our team of experts can implement changes and will provide ongoing independent oversight on how your approach ought to change as your workforce and direction evolves.

Our initial consultation is free and without obligation and we can often identify areas that need further analysis at that point.