Wealth Management Service – Corporate

Business Owners

It is not just individuals that benefit from sound financial planning, we recognise that for business owners, the business is often an extension of their own personal financial affairs and our in depth knowledge of both personal and corporate planning enables us to advise business owners on how best to structure the corporate assets as well as ensuring that the business is protected in the event of death or illness of key staff or shareholders. We recognise that businesses also require the services of a trusted adviser.

Services for Employers

Employee benefits: We work with businesses to design and implement suitable employee benefit strategies taking into consideration the corporate objectives.

Providing for gratuity: We will advise on suitable investment strategies to ensure that employers can cover their end of service liabilities.

Employee communication: We will draw up bespoke employee communication programmes to ensure that employees fully understand the benefits provided by their employer.

Services for Employees

In association with our sister company Killik Employee Share Services we can also offer wide range of financial services including:

• Share plan administration
• Offshore employee benefits trusts (EBTs)
• In-house software
• Share dealing
• Financial education services