Specialist financial planning advice for your business, whatever the size
At Partners Wealth Management we believe that businesses – like individuals – need independent financial advice. Our aim is to help protect your business and to attract and retain quality employees.
At Partners Wealth Management, we provide comprehensive financial advice to the directors of companies both large and small. This can incorporate business protection, partnership, key person protection and employee benefits such as pensions, death- in-service, income protection, medical/dental plans and flexible benefits including car schemes, salary sacrifice, cycle to work — building into a total reward hub for your employees.
Our specialist, experienced advisers can tailor a corporate benefits package for your business. We take a holistic and long-term approach to wealth management, opting to build a lasting relationship and provide a tailored solution for your business.
Running a business is challenging. It involves looking after and protecting staff, as well as the senior executives and directors. Some benefits, such as auto-enrolment, are legal requirements, while others, such as death-in-service, have become an expected element of many employees’ remuneration packages.
While it is important to protect all staff, there will inevitably be a requirement to focus on the needs of certain individuals, especially your key people. You will also need to consider succession planning.
While generally the overall framework of a business’s benefits will be unique to meet its specific requirements, typically our advice will cover these areas:
What clients particularly value about the service we have to offer is our Investment Independence and Innovation from any group or bank. This means that we aren’t under pressure to promote or sell the products offered by any one provider. We never adopt a ‘one size fits all’ approach, but instead work with clients to assess their individual needs, their appetite for risk and the length of time they wish to be invested.
We’re then free to make the most appropriate recommendations for them based on our in-depth market knowledge and research. We create tailored portfolios, selecting blends of best of breed managers, utilising the unique insights we gain from our partners, leading research group Asset Risk Consultants (ARC).
By being truly independent, your adviser is able to create a bespoke portfolio tailored to your risk appetite, utilising investment groups who excel in your particular risk area. We know that some manager’s style suits those clients looking for potential high return with high risk, while other managers deliver in more cautious consistent styles.
Our clients have access to a range of valuable Private Office services, all designed to be the first port of call for the specific needs of high net worth individuals. These services include:
Clients who work with us benefit from our flexible bi-annual reviews which can be at scheduled to suit their work commitments, and as we pride ourselves on the level of attentive client care we provide, we are always on hand to deal with queries or provide advice. If you’re looking for a team of independent professional advisers who can help you build your financial freedom, then do get in touch.
For further information on how we can help you build and protect your wealth, please contact us.