Financial Counselling

An increasingly popular way for employers to recognise the value of their employees is to make available high quality independent financial counselling. This can prove a considerable benefit at all stages of a career.

We operate a comprehensive and highly personalised service. Each client is allocated an experienced and professionally qualified adviser, backed up by a dedicated support team. We provide advice on a wide range of subjects with particular emphasis on:

• regular savings and lump sum investment
• pension planning
• inheritance tax planning
• income and capital gains tax mitigation
• all types of protection arrangements such as life assurance and income protection.

We will also cover important issues such as making a will and have access to the services of specialist will, trust and probate lawyers.

Our services can be tailored to suit each employer's requirements. Examples of popular choices include financial counselling for:

• all employees
• retiring employees
• bereaved dependants
• employees at redundancy

The installation of a comprehensive counselling programme will help to reduce the impact on affected individuals and reassure remaining staff.

Please contact us to discuss financial counselling and your company.