We don’t just help individuals – we also provide financial advice for businesses and their employees.

We can help you with:

• setting up and managing a company pension scheme
• group life insurance (death in service) benefits for employees
• private healthcare benefits for employees
• flexible pensions for sole traders
With our free initial consultation, we’ll start by getting to know your business to find out what you’d like to achieve. Then, with our knowledge and experience, we’ll help you achieve it in the best way for you and your employees.

We’re also happy to run group workshops and one-to-one financial clinics for your staff.
Get in touch today, call 01752 837950 to arrange a free consultation with one of our advisers.

Workplace Pensions

Case Studies

February 23, 2017

Seymac Case Study

Marketing distribution company • Redruth, Cornwall • Scottish Life group personal pension scheme, with salary exchange • 14 members of staff Seymac Distribution plays a vital role in supporting […]
March 9, 2016

Mashfords’ workplace pension adds value for staff

Case study fact file:   • Boat builders and repair Company   • Cremyll, Cornwall   • Scheme provider: Royal London   • 31 members of […]

For professional, independent financial advice, get in touch by calling 01752 837950

Cornwall Office

  • 5 Stret Constantine Tregunnel Hill
    Newquay
    TR7 1GH

Devon Office

  • Delamore Park Cornwood
    Devon
    PL21 9QP

Yelverton Office

  • 5 Moorland Villas Yelverton
    Devon
    PL20 6DT

Scotland Office

  • 9 Newton Place Budshead Road
    Glasgow
    G3 7PR

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