We are Independent Financial Advisers who believe that good financial planning is key at every stage of life. Having the right advice can help provide financial security, protect loved ones and give you and your employees greater peace of mind about the future.
Whether your staff are looking to buy their first home, move house, protect their family against life-changing events, invest for the future or plan for retirement, having access to professional financial advice can make a real difference.
As part of our service, we can offer your employees fee-free mortgage and protection advice, giving them access to professional guidance without the usual advice fee. This could potentially save £595 per employee while ensuring they receive advice from an experienced professional who understands their individual circumstances.
We can also review your employees' existing protection arrangements, including life insurance, critical illness cover and income protection, helping them understand whether they and their families have the right level of financial protection in place.
Our support doesn't stop with individual employees. We can also work with your business to explore the benefits you can provide as an employer, including:
• Group Life / Death in Service benefits to provide financial support for employees' families.
• Company pension schemes and workplace retirement planning.
• Private healthcare and employee wellbeing benefits.
• Business protection to help protect the company, its owners and key employees.
• Personal financial planning for your employees, including investments and retirement planning.
Our aim is to provide a trusted financial advice service that benefits both your employees and your business. By giving your staff access to professional financial guidance, you can offer an additional valuable workplace benefit while helping them feel more financially confident and secure.
We would be delighted to discuss how we could work alongside your business and create a tailored financial advice and employee benefits package for your staff.
Investment House, 33 Bold Square, Chester