Financial advice for businesses

We work with businesses in Norfolk, and further afield, to help them retain, reward and support their employees.

An excellent workplace pension or group risk policy can both provide employees with financial security and show your position as a caring employer.

We already work with a great many businesses, both large and small. Our knowledge, ongoing commitment and service means we get to know what works for you.

We’re happy to come and visit you at your office and can help you with one or more of the following:

  • Auto Enrolment: we provide a tailored solution from start to finish
  • Corporate Investment: we help deliver returns on capital while giving you access
  • Employee Benefits: group – Life, Income Protection, Private Medical
  • Existing Workplace Pension: we offer detailed governance and employer support
  • Shareholder Protection: we can show you how to put a succession plan in place.

Financial advice for the self-employed

If you’ve taken the plunge and become self-employed, it’s really important that you take a moment to consider the financial implications for you and your family. We can help you make the right provisions to secure your financial future. We can help with things like:

  • Private pensions: if you’re no longer paying into a company pension, we can help identify the right private pension plan for you
  • Protection: life insurance, income protection, critical illness cover…we’ll help you figure out which combination is right for you
  • Business lasting powers of attorney: what might happen to the business if you can’t work because of illness or injury? Who would take care of the business and its finances? What would it mean for any employees? We’ll help you plan for this scenario through our sister company, Face to Face Estate Planning.

Working with businesses in Norfolk

 We love being an active part of the local Norfolk business community. You’ll often find one of us out and about meeting other local businesses at networking events like the Norfolk Chambers of Commerce and Norfolk Netwalking events. If you spot us there, please pop over and say hello. We’d love to meet you!


To find out more about how we can help with your business, pop in to our Norwich office. Alternatively, we are happy to come and visit you in your Norfolk home or office. Just get in touch to arrange an appointment.