Annual Financial Review

For a fixed fee, paid for by the employer we provide one-to-one advice for each employee on any financial issue including:

• Financial planning and investment strategy
• Review of existing financial arrangements and agreement of a future financial plan
• Recommendations of new investments and products which will achieve the stated objectives
• Purchase of investments
• Advice for spouses, partners and their children
• Annual valuations of investments and pensions

This allows employees to have the ability to review their affairs on a continuous basis. This is done on site at the place of work to reduce the time away from the desk. The service provides a constant review of the employees’ financial objectives and allows them to address concerns as they arise rather than allow them to build up.

For each of our clients we devise bespoke solutions to suit your individual needs and budget, which are based upon our core services.