Our Services

Business and Corporate

  • Family Businesses
  • Small to Medium Sized Enterprises (SMEs)
  • Limited companies
  • Partnerships
  • Professional practices
  • Self-employed

“A bank is a place that will lend you money if you can prove that you don’t need it.” Bob Hope

Our Services - Business and Corporate
Protection life and critical illness cover for business and loans, private health cover
Income protection Permanent Health Insurance (PHI), Long-term illness / disability
Retirement planning self-employed, director, executive and employee pensions, transfers, early retirement, Self-Invested Personal Pensions (SIPP), Small Self-Administered Schemes (SSAS)
Employee benefits private medical schemes, other P11D taxable benefits-in-kind, non-taxable benefits, redundancy planning, trusts
Private practice doctors and dentists (pension planning in addition to the NHS), locum cover
Tax Income Tax, Corporation Tax, Capital Gains Tax (CGT), Inheritance Tax (IHT)
Commercial mortgages property investment, SIPP / SSAS
Corporate finance / investment start-ups, expansion funding, business and cash flow plans, asset management
Business succession planning transfer of ownership, MBO / MBI
Company Secretary services support for company directors
Shareholder/Director Arrangements and Insurance share purchase agreements and funding
Partnership Arrangements and Insurance share purchase agreements and funding
Key Person Insurance life, critical illness and income cover
Financial security of customers/supplier “peace of mind” cover for their key people and businesses