Our corporate financial planning service is designed for businesses of all sizes and includes corporate pension schemes, auto-enrolment consultancy and implementation, specialist advice for Directors, employee benefits and protection.

Corporate Clients

We have extensive experience working with businesses of all sizes, across various industries, creating corporate financial plans and establishing employee benefits programmes that are comprehensive, competitively priced and tailored to the specific needs of each firm.

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.