Corporate client wealth management and services

Strategic Vision Wealth Management provides business owners with corporate financial planning advice in addition to looking after their own personal financial affairs. We work in conjunction with other professional advisers who assist our clients' businesses, including accountants or solicitors.

We have the expertise to help business owners develop a robust financial planning strategy that includes the provision for pension planning through to business protection and commercial insurance.

Deciding on the best benefit strategy for our clients' businesses is also another integral part of building a successful company. We ensure that our business clients are able to continue to meet the challenges of a competitive business environment and ensure they are adequately protected.

It could simply be a case of reviewing, strengthening or streamlining your existing requirements or it may be time to introduce a whole new set of employee benefits. You may want to empower and reward your employees by allowing them the flexibility of being able to choose their own employee packages from a range of options you set. Working with Strategic Vision Wealth Management means you take the lead, you set your priorities and you choose a 'package' of assistance and advice to suit your needs.

From straightforward life cover to complex pension planning, we make the process as pain-free as possible. In today's world of tight budgets and timescales, we will work with you to organise a simple, well-organised and headache-free package of benefits for your employees.

When advising companies and sole-traders, there are many aspects of the business that we take into consideration:

Group and directors' pensions
Exit strategies
Employee benefits implementation and management
Flexible employee benefits menu systems
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants' benefit schemes
Partnership and directors' share protection
Key person business protection
Advice for your employees

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