CORPORATE CLIENTS
Corporate Clients
Group Pension Schemes
Private Medical Insurance
Corporate Pension Planning
Group Critical Illness
Death in Service
Key Person Insurance
Group Income Protection
Corporate Wrap Services
Enrolment Implem
Working With Corporate Clients
Our role as financial planners is to understand your needs, then help you to plan for your future business requirements and implement effective financial strategies. We will source the most appropriate solutions for you and your employees, dealing with providers directly on your behalf, ensuring smooth and efficient implementation.
The process begins with an initial meeting to review your company’s current status and objectives. We then create a bespoke strategy aligned to your objectives, giving you solid ongoing financial advice into the future to suit your company’s ever changing needs.
Case Studies
Understanding my SIPP
I was confused about my original pension investments. The discussions I was having with the insurance company who originally set up my plan didn't seem to be going anywhere. My Self Invested Personal Pension (SIPP) included the building where I ran my medical practice, however there didn't seem to be any reasoning behind this.
Supporting our Employees
We needed to know if we were providing the best retirement options for our employees, so it was paramount for us to access the best financial advice and corporate planning services possible. We employ 100 people at our printing company.
Working with Kelsall Steele Investment Services
The first stage in working with Kelsall Steele Investment Services is a discovery meeting, where we define your goals, objectives and attitude towards risk.