Corporate Client Services

Are you a company or partnership looking to review or establish an employee benefit package tailored to the individual needs of your business and workforce? Our financial planners have specialist expertise in workplace pensions and all types of employee benefits schemes. Whether it’s employer pension contributions information or help with adhering to your auto enrolment staging dates, we can help.

We start with in-depth discussions with the employer to gain an insight in to the business, its plans for the future and the needs of its workforce. Only then can we consider solutions that are tailored to meet the needs of the business as well as your most valuable asset: your employees. We can advise on the whole suite of employee benefit arrangements including but not limited to, company pension schemes, death in service, income protection, private medical insurance, critical illness.

Being Independent allows us to source the best providers and terms for your schemes. We will agree with you up front what services we will deliver and how we will be paid for it. Contact us today to see how we can help improve the finances of your corporate family.


Case studies

Keith: Private Client Case Study

Keith: Private Client Case Study

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Mark: Financial Scam Case Study

Mark: Financial Scam 

In the months since the pandemic, financial scams have been on the rise, as Mark, a long term gpfm client learnt first handWithin the space of just one week, Mark fell victim to two financial scams. He now wants to share his story to make sure the same doesn’t happen to others. 

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