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Corporate Clients

Asset Management IFA offer corporate solutions for small and medium sized companies, where we help employers identify their Company’s requirements and determine the right solution for businesses and staff.  By taking the time to understand a company and the individuals behind it we ensure that corporate planning compliments individual planning and the benefits provided to individuals are relevant and valuable.

Where a company has  existing benefits in place we initially review the current arrangements before making any recommendations.

We offer a full range of corporate advice in the following areas:

  • Group Pension schemes including defined benefit and money purchase arrangements, along with tax efficient schemes such as salary sacrifice.
  • Group Life Assurance
  • Income Protection for employees
  • Private Medical Insurance
  • Shareholder and Partnership protection

We tailor our proposition to the specific requirements of each firm and use our expertise to ensure that both the company and its staff receive the advice that they need.  Once  a solution has been agreed we put together an appropriate implementation package which will include the following services:   

  • Announcement Letters
  • Welcome Packs
  • Workplace presentations and one to one meetings
  • Individual advice
  • HR support services

We differentiate ourselves from most of the market by providing advice on a one-to-one basis for each member of the pension scheme whilst always recognising that the company is our client.

We work closely with employers on an ongoing basis to keep them up to date with changes that will affect their corporate financial planning going forward.   The biggest change to corporate pensions currently on the horizon is the introduction of compulsory auto enrolment in 2012.

For a no obligation free initial consultation please contact us.


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Asset Management Idependent Financial Advisors Ltd is Authorised and Regulated by the Financial Services Authority.
We are entered on the FSA Register No. 172274 at www.fsa.gov.uk/register
Registered Office: 40 Victoria Road, Woolston, Southampton, SO19 9DX
Registered in England and Wales. Registered no.: 2150087
Offering independant Financial advice for Hampshire, Dorset and West Sussex inc Southampton, Fareham, Portsmouth, Winchester, Woolston, Botley,  Bishops Waltham, Wickham, Waltham Chase, Swanmore, Horton Heath, Fair Oak, Colden Common, Whiteley, Soberton, Meon Valley, Netley, Hamble, Sarisbury Green, Park Gate, Bursledon, Stubbington, Hedge End, West End, Upham, Funtley, Chandlers Ford, Romsey, Eastleigh, The New Forest since 1976