Business Planning

Our Corporate Financial Services proposition provides business owners, directors and shareholders with a clearly defined financial strategy based on our understanding of your business helping you to meet your financial objectives.

We take time to understand your aspirations as a business, understand the challenges you face and work together in developing a financial package. This will enable you to provide an effective remuneration and benefits package for employees, so you can recruit and retain high calibre personnel.

We represent clients from a broad spectrum of industries throughout the UK, having fostered a close working relationship over many years.

Some of the corporate wealth management services provided by our team include:

  • Investments*

  • Key person insurance for company directors and partners

  • Group personal pension benefits

  • Pensions auto-enrolment*

  • Group Income Protection arrangements

  • Death in Service schemes

  • Employee reward statements

  • Flexible benefits

  • Salary sacrifice arrangements

  • SIPPs*

  • Private Medical Insurance

Unlike many wealth management providers we are able to provide legal advice too through our legal services division (Chattertons Solicitors), enabling us to provide an holistic approach to corporate services and succession planning issues.