Educating And Assisting You & Your Employees With Expert Pension And Protection Advice
1 in 5 employees say financial stress impacts their productivity
We can educate your employees about their financial options
Allow them to make the right decisions for their future
And protect their long-term financial well-being
Supporting The Financial Well-Being Of Your Employees
While providing specific pension advice and guidance, our mission is to help individuals get financial freedom.
- Setup and manage workplace pension with ongoing 1-1 seminars and support
- Adaptable financial options, customised for employees and their family's needs
- Safeguard their financial future, allowing them to enjoy peace of mind in retirement
The value of investments can go down as well as up in value so you could get back less than you put in. You can’t normally access money in a pension until age 55 (57 from 2028) when up to 25% is usually tax free, the rest is taxable. Pension and tax rules can change, their benefits depend on your circumstances.
Planning For The Future
Group Workplace Pensions
Enhancing returns and providing invaluable support to business owners, we are experts
in workplace pensions.
Business Owner Protection
Secure your financial future by integrating protection insurance into your long-term financial planning.
Pension Seminars For Your Employees
An added benefit and a useful means of retaining employees, we provide 1-1 sessions and onsite seminars, talking to and helping your employees manage their finances.
Financial Planning For The Self-Employed
Pension funding, insurance protection and tax-efficient management of your finances
let us help you plan for the future.
