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Independent Financial Advice: Corporate Clients

Corporate Clients

Pension Planning

The interaction of salary, dividends and pension as a way taking benefits from your business can be complex. However, with advice, the options to you can be highly beneficial. Bishop Fleming Independent Financial Advisers provides advice to the self-employed, directors and employees on how pension planning can work effectively for you and your business. This advice doesn’t only incorporate new money into new pensions but is also aimed at ensuring that existing arrangements are understood and represent the best option for you in the future. Often existing plans can contain valuable options and benefits that you may wish to retain.

Chartered Financial PlannersEmployee Benefits

Providing employees with a benefits package will have an impact on the recruitment and retention of the right people for your business. We can help you get the best value for money on benefit schemes including life assurance, income protection, private medical insurance and flexible benefits. We can also review any existing benefit schemes you have in place to make sure that they are working for you and your employees.

The provision of a total benefits package is only part of the story. If you haven’t communicated the benefits to your workforce then you may be undermining their value. At Bishop Fleming Independent Financial Advisers our consultants have experience in communicating benefits to a wide range of companies. We offer a bespoke solution to ensure that the needs of the small to medium company are addressed as appropriately as those of a large PLC.

Protecting Your Business

Owner managers of businesses often overlook the value of their business and the impact that the death or serious illness of a business partner or co-director may have. Have you considered what would happen if a key person within your business died or became too ill to work? Bishop Fleming Independent Financial Advisers can help with:

  • Contingency planning
  • Risk assessment
  • Providing solutions