Clear Financial Management

Corporate Client Services 

Your employees are generally your most valuable  asset within any business.  Your business is probably your most valuable asset.  Taking both seriously is vital to the development and growth of your Company.

Whether it be communicating an existing benefits package to your employees, establishing life cover for a key person within your business or simply overhauling your current arrangements we understand the pressures on your time.  Our role is to work with you, establish your business’ needs, guide you through the complexities of Corporate Financial Planning, implement and communicate any changes made and establish an annual review process to ensure that your staff members appreciate the benefits provided by the Company and provide you with annual feedback, all of which is vital for retention, recruitment and growth of your business.

We have amassed considerable experience in producing tailored corporate solutions for a large number of small owner managed businesses up to large group pension schemes for public listed companies. We have expertise in group schemes, not only in the pension area, but also with death in service and health related products.

We offer flexible benefit schemes, which include private medical insurance and a mixture of the key protection products, customised to the individual corporate client.
Where there are mixed ownership of shares within companies, we offer expert advice in structuring shareholders’ agreements, which are backed by funding through life policies for the individual shareholders/directors of owner managed companies.
Within the remit of group pension schemes, we also can arrange and advise upon self-administered schemes in the shape of small self-administered pension schemes for corporate clients.

If required, solutions through self-invested personal pensions can also be provided, so that companies can divest their wealth to protect it against adverse trading conditions and also to grow assets outside of the core business, to protect the overall wealth of shareholders.

We aim to combine a multiple of solutions to suit both directors, key employees and other members of your workforce so that an integrated strategy can be delivered for each individual corporate client.

We can provide you with advice on;