About the Business

For CORPORATE Clients, our services include. Pension arrangements should be tailored to the individual's circumstances as well as being tax-efficient, flexible and offering the maximum potential to provide superior investment returns.

The profits of some companies can be very reliant on a few key individuals who have either a special rapport with certain clients or suppliers, or who have specialist knowledge. Should these individuals die or be unable to work due to illness or accident, a severe dent can be made in the company's profits and even its viability. It is possible to arrange insurance cover to protect the company should such an event occur. After spending years building up a business, all the hard work could be undone by the death or incapacity of one of the owners. Provision may be considered to ensure that control of the business remains in the right hands at the right time. Life assurance products may be able to be used to secure the necessary funds.

Location & Hours

52 Queen St

Exeter, EX4 3SF
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