We work in conjunction with other professional advisers that assist our clients' businesses, including accountants or solicitors.
Castle Wealth 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 Castle Wealth 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.
Auto enrolment and Nest is not part of the Sanlam Partnerships Ltd offering and is offered in our own right. Tavistock Financial Limited accept no responsibility for this aspect of our business. These products and services are not regulated by the Financial Conduct Authority.
When advising companies and sole traders, there are many aspects of the business that we take into consideration:
- Group pensions
- Corporate insurance
- Corporate financial planning
- Employee benefits arrangements