Wren Sterling offers advice on a full suite of business protection services including keyperson protection, shareholder protection, business continuity planning and relevant life policies. They provide financial education workshops, so your employees can fully understand the state pension, their company pension and associated benefits.
They also provide a range of employee benefits solutions, including a full review of your existing arrangements and recommendations on new arrangements that best fit your business strategy.
Services:
- Auto enrolment
- Employee benefits
- Financial education
- Business assurance
- Succession planning
Business owners often have bespoke financial planning requirements as they straddle business ownership and personal financial planning. Wren Sterling specialise in all aspects of investments, protection, retirement planning, inheritance tax planning, executive pension planning and profit extraction and exit strategies.
By understanding you and your business they’re able to ensure they’re advising in complete knowledge of your entire circumstances and can advise on the most appropriate course of action. They’re also on hand to talk to employees about their financial planning arrangements and all fees will be disclosed to you before any work takes place.
Services:
- Investments Protection
- Planning for retirement
- Passing on wealth and inheritance tax
- Family financial planning