Corporate Financial Planning

If you are an employer looking for assistance in providing your employees with an attractive, flexible and cost-effective package of benefits, then our Corporate Planning Service is the solution.

Whether you have existing schemes or are looking to introduce a new scheme, we will support your company in making the right choices. We are able to advise on Group Pension Schemes, Group Life and 'Key-Person' cover, Group Income Protection and Private Medical Insurance.

The 'key features' of our service include: -

  • Working closely with you to ensure your employee benefits are competitive and maximise any tax savings

  • Streamlining the administrative tasks and adding 'real value' to the process of delivering the benefits

  • Helping create a well-informed workforce with the aim of increasing motivation, loyalty and employee retention

Come and talk to us about how we can provide advice tailored to your particular circumstances.

Statehouse Financial Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 401761

David Zerfahs & Associates is an Appointed Representative of Statehouse Financial Management Limited, which is authorised and regulated by the FSA.