Updates
Our aim is to keep our corporate clients fully informed of the latest developments within global markets as well as the world of business finance, employeee benefits and corporate financial planning matters.
Our aim is to keep our corporate clients fully informed of the latest developments within global markets as well as the world of business finance, employeee benefits and corporate financial planning matters.
For many owners of small to medium sized businesses (SMEs), their business is their life, so it makes sense for them to try to keep it safe from all risks. Yet many SMEs overlook the need to protect their business from the potential damaging effects of a long-term illness or death to a key person.
Employees approaching retirement need to know exactly when they can retire and what their options are. Here’s how you can help.
Flexible benefits - giving employees what they want, rather than what the employer thinks they want, can be a powerful tool when it comes to attracting, motivating and recruiting staff.
As a business owner or shareholder of an SME, it’s important that you protect your business against the untimely death of a major stakeholder. Shareholder protection insurance can have a key role to play in this process.
Group life insurance is one of the employee benefits most highly valued by employees, yet only 19% of SMEs provide the benefit.
A significant portion of employees neglect their workplace pensions, impacting future financial security.
In the current economic environment, group income protection could have an important role to play for your business and your employees.
4/10/2025
Bethan Roper was killed in 2018 when she leaned out of a droplight window on a moving train.
September 29, 2025
Working with chamber members to provide comprehensive independent financial advice across a wide range of financial areas.
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