Putting your company’s surplus cash to work to support its long-term future
Aimed at Companies who have had the good fortune to accumulate excess cash within their businesses, our corporate service offers the Directors the ability to invest the cash, putting it to work for the medium to long term, in order to avoid having it eroded by inflation whilst sitting in the bank. Our Corporate service is an investment focused approach with the potential for some planning at the business level of all portfolios.
We offer our corporate clients the same level of service as our private clients. By following a detailed process to understand your businesses’ financial situation, helping to make key decisions as circumstances change and to ensure you feel confident in your decisions, with the knowledge that we are working with you to help secure your Company’s future.
We start by finding out about your Company’s needs, priorities and goals, and then in line with the Directors’ appetite for risk, we put together an investment strategy to support the Company’s objectives. Once this initial process is implemented, we look at further planning points around your business, such as employer pension contributions and shareholder protection.
The main aim of the service is to have a positive impact on the business by investing the Company’s cash on a medium to long-term basis in order to help mitigate the effect of inflation.
If this is a service you think your Company can benefit from, please get in touch with the team who can help answer any questions you may have.
Many thanks for swift organising, it is much appreciated and not taken for granted, always straightforward when sorting things out with you, makes all much easier.
Explore Case studies
Taking the guess work out of investing
Being financially experienced doesn’t mean you have the time to manage everything yourself
Supporting you and your business
Putting your company’s surplus cash to work to support its long-term future
Your Team of Experts
Bringing together trusted professionals to provide advice that works seamlessly around you
Saving the planet one fund at a time
Investing in companies helping to create a more sustainable future
Helping you sell your business
Helping business owners understand what they need from a sale and plan confidently for life beyond the business
Saving for a rainy day
Building good saving habits today to create greater security, flexibility and opportunity for the future
Sharing the family wealth
Helping you pass wealth between generations while providing security for the whole family
Spend time with family
Helping you understand when you have enough to achieve financial independence and live life on your terms
Protect against the unexpected
Helping protect you and your family financially when life doesn’t go to plan
Getting you financially organised
Bringing your finances together so you can feel in control, enjoy your money and focus on what matters to you
Planning for your retirement
Helping you understand when you can retire and giving you the confidence to enjoy life on your terms
