Looking after
Key Employees

Having access to high quality independent financial advice is important for your key staff. Receiving ongoing financial advice allows your employees to plan ahead and achieve their current financial goals. Taking pension advice helps them maximise their retirement income by saving in the most tax-efficient way.

Personalised Financial Planning

During the planning process we work with their employees to define their goals and aspirations. We recognise that everyone is different, so our financial planning service is tailored to their life goals. Our financial plan uses a range of services and products offering the appropriate level of risk and return.

What we offer

Individual personalised Investment Planning, Pension Planning, Retirement Advice, Tax Planning, Inheritance Tax Planning and Individual Protection Planning.

Contact us on 01727 845500 or complete our booking consultation form for more information.


Duravit Case Study

Providing Employee Benefit Advice and Auto Enrolment for Duravit UK Ltd.

Need individual member advice?

If you would like a free initial review to understand how individual member advice can benefit your key staff, complete the form below, or contact our St Albans office.

Mark Bowen Finanical Adviser