We offer a comprehensive portfolio of corporate and business services to small and medium-sized businesses, including but not limited to the following:

  • Group Pension Plans
  • Group Life Cover
  • Key Man Insurance
  • Business Insurance
  • Shareholder Protection
  • Corporate Finance
  • Commercial Loans
  • Business Loan Protection
  • Private Medical Insurance

We offer a bespoke personal service whereby you deal with one adviser for all your dealings, and who will take time to understand the specific requirements of your business, and make recommendations to suit those requirements.

For Protection Insurance, we offer products from a limited panel of providers.

Group Pension Plans

As a business, you will have no doubt heard by now that the Government has introduced measures for all employers to provide a pension facility for employees, which is known as The National Employment Savings Trust (NEST). If either you do not yet have a pension facility in place or your existing facility falls short of that required by NEST, you need to act now and get in touch to arrange a free no obligation consultation failure to comply with this legislation will result in significant penalties

Business Insurance

We offer business insurance that caters for small to medium-sized businesses. We offer a professional service when selecting the relevant package, and where possible, we visit our clients to understand the requirements of their business and to establish the risks that exist. 

It may be that your business package can be picked off-the-shelf or you may require a bespoke commercial combined policy tailored to meet your particular business activities – either way, we will help you to find the best package for you, at the lowest price.  We have well-established relationships with a comprehensive range of insurers, which helps to ensure that we secure the best prices for our clients.


Commercial Loans*

A commercial loan is long term finance secured by a first legal charge over commercial or business property. Typically this can include a wide variety of property including:

  • Retail units
  • Industrial units, factories, offices, warehouses, lock-ups and workshop units
  • Hotels, guesthouses, public houses, bars and restaurants
  • Farms, equestrian centres and riding schools

*For Commercial Finance we act as introducers only.  Commercial Finance is not regulated byu the FCA

Semi-Commercial Mortgage

A semi-commercial mortgage is again long term finance secured by a first legal charge over property that has a mix of business and residential use. Typically this will include properties such as:

  • Retail units with living accommodation above
  • Bed and Breakfast accommodation
  • Catteries and kennels located within the grounds of a house

Your property may be repossessed if you do not keep up repayments on your mortgage