Corporate Wealth

Planning for corporate executives

We have taken the view that our best work is carried out with individuals rather than businesses per se. Therefore, we do not run group pension or group life arrangements. We believe that other people are better suited to that and therefore we have focused our attention on working with business owners or corporate executives. If you earn in excess of £75,000 per annum, are a key executive in your business, and are looking for advice on your retirement planning, setting up protection for you and your family or investing for the long term, then we will be very happy to work with you.


For more information or to book your free consultation, please contact us today.


The value of investments can go down in value as well as up, so you could get back less than you invest. It is, therefore, recommended that you seek full, personal advice in respect of your needs where all appropriate risks will be explained.