Business Planning

Whether you are looking for help with your company pension, your company death in service scheme or any other employee benefits, we can help you.

If you are a business owner wanting to reduce your company tax bill, build up your own pension pot, or earn a reasonable return on surplus business funds, our knowledge and expertise will help you to achieve your objectives.

Take a look at our track record; we think you’ll be impressed.

We can help you, whatever your business planning requirements are

Investments for Business

Our in-house Discretionary Investment Management Service was launched in 2006 and has successfully navigated its way through the financial crisis and various other economic and political events, delivering reliable benchmark beating returns.

Business Investments

Employee Benefits

From Death in Service schemes to Key Person cover, not every business needs the same employee benefits. We can help you choose what’s right for your business.

Employee Benefits


Choosing the right company pension scheme isn’t easy, it makes sense to ask an expert to help you make the right choices.

Workplace Pensions

If you would like to talk to one of our planners, please fill in the form below and we will be in touch within 24 hours.


We can also help you with personal pensions and investments planning

Find out more