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

Vincent and Rosie Williams | Case Study

After long careers in the finance industry, Vincent and Rosie Williams reached the age where retirement was no longer a speck in the distance. Rather, it was a part of life that was quickly approaching – and they wanted to be prepared for it. To give themselves the best odds for a secure and on-time retirement, they chose to trust their hard-earned funds with a gpfm financial adviser.

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