Corporate Services


We understand that being a business owner presents you with a unique range of challenges. The day-to-day running of a business is time-consuming and often results in your financial planning taking a back seat. We believe that financial planning is vital for you and we appreciate that your personal finances can be closely linked to your business.

We can provide a wide range of services to help improve your financial security. The solutions we recommend can range from protecting your business in the event of death or serious illness of a key individual to ensuring that in the event of your death, your family are financially secure.

Advising you on the most tax-efficient method of drawing capital from your business to invest for your future, is also a key part of our advice to business owners.

We can help you identify what is important, what is required to meet legislative requirements, and what you can do to provide valuable workplace benefits for your employees.

We can provide a range of services for your company, in relation to your employees, such as:

  • Implementing a workplace pension to meet government legislation  
  • Reviewing existing company pension schemes  
  • Educational pension clinics for employees 
  • Group life cover, critical illness and private medical insurance

Regardless of your needs, we can provide you with a service and tailored solution to meet your requirements. For a full list of our corporate services, please see below.


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Key Contacts

Ricky Clark Financial Planning Consultant

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Susan Pringle Executive Director

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