Auto Enrolment for

employers

Independent Financial Advisors in Warwickshire

Formed in 2009, we are independent financial advisors and planners in Stratford upon  Avon, providing high quality advice combined with a friendly, approachable style and a highly personalised service.

Many of our clients are based locally although we cover much of the UK and do not restrict our services to any specific region.  We work with both private clients and businesses and our client base extends into the surrounding counties including Oxfordshire, Worcestershire, Leicestershire and Northamptonshire as well as further afield into London and the Home Counties.

Financial Advice

Services include pensions advice, consolidation of existing pensions, savings and investments advice, business protection, personal insurances, advice on mortgages, pre- and post- retirement planning and estate planning.

NOTE: If your enquiry relates to a final salary pension transfer or a one-off transaction to access Pension funds as cash, this is not an area in which we currently choose to specialise and we will be unable to assist.  

Auto Enrolment and Employee Benefits

As well as arranging competitive employee benefit packages for companies and advising on specialist executive packages, we have developed an area of expertise in Auto Enrolment.  We are helping our clients to understand their new obligations, implement the necessary changes and put in place efficient processes to manage the ongoing requirements.

Having notched up almost 50 years experience between us and with client relationships spanning 20 years or more, we are not your average firm.  The long standing client relationships we have built up are testament to our ethics and service and if we don’t think we can add any value to your situation we will be honest with you from the outset.

Regulatory Jurisdiction
This website is intended for investors over 18 years of age who are resident in the UK only.
The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK.
The information on this page is NOT personal advice. Tax limits & rules can change, and their benefits depend on your circumstances. 

Important Information
Investments can go down as well as up in value, so you may get back less than you invest.
Past performance is not a guide to future performance. 
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investment, school fees planning or Will Writing.