Corporate & Individual Financial Reviews

When we initially meet, we will review your financial requirements and financial goals and needs for the future. With that in mind we will also review the following:

• Current and Future Strategy
• Liquid Assets
• Employee Benefit Audit
• Internal Marketing
• Existing Support to HR
• Corporate Review Audit & Analysis
• Protection
• Critical Illness
• Permanent Health Insurance
• Medical
• Pension Schemes – Staff

Executive Reviews

As an ongoing service we will continue to work with you and your team to ensure you are getting the most suitable financial arrangements for your business. Through regular reviews our team are able to provide a professional service before and as circumstances change. During reviews we will look into the following:

• Directors/Partners
• Current Strategy
• Shareholder and Keyman
• Future Strategy
• Exit Planning