Small & Medium Businesses


Small and Medium Businesses

The ups and downs of business can often be a rollercoaster. When you are working hard to drive results, having the financial planning aspects of running a company taken care of can be invaluable.

We offer a range of bespoke solutions for business owners that range from pension plans, to protection to employee benefits.

Our service to businesses includes:

Group Retirement Planning – Auto Enrolment & Workplace Pension

We can help set up and administer a pension plan for your employees, freeing you to concentrate on driving your business forward.

We can also help you to plan for the new pension laws which came into effect in October 2012, which set out new legal requirements that every employer must comply with. We work with companies who have between 2 and 1000+ employees.

Shareholder Protection

We can advise on protecting against loss of control of your business to a third party.

Key Person

In the event of losing a key member of staff, we can provide insurance options that will cover you to ensure continuity of business.

Succession Planning

When you decide you no longer want to continue running your business or circumstances arise which prevent you from doing so, we can help plan for the future.

Employee Benefits

There may be certain benefits you want to offer your staff, for example private healthcare. We can work with you and your budget to help you achieve the best possible benefits.

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

The FCA do not regulate auto enrolment.

 

Puleston Wealth Management Ltd. Registered in England and Wales under No. 08389899. Registered office address: Springside 21 Arley Road, Appleton, Warrington, Cheshire, WA4 4RN.

Puleston Wealth Management Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.  Intrinsic Financial Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and Intrinsic Mortgage Planning Limited under reference 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.