Corporate Financial Planning
Custodian Wealth Management can provide business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers that assist our clients businesses, including Accountants or Solicitors.
We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to 'keyman' assurance and shareholder protection.
Deciding on the best employee benefit strategy for your business is also another integral part of building a successful company. It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility to be able to choose their own employee packages from a range of options you set. You should also be looking to make the benefits package more tax efficient for both your business and your employees.
Working with us means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit you and your business.
From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.
The Financial Conduct Authority does not regulate tax advice.
Corporate Planning Advice
- Employee benefits implementation and management
- Flexible employee benefits menu systems
- Group and executive
- Pension schemes
- Group income protection
- Group Private Medical Insurance
- Group death-in-service and dependants benefit schemes
- Partnership and directors share protection
- Key person business protection
- Advice for your employees if required
