Small and Medium Businesses
Running a business is demanding. With so much to focus on, having a trusted adviser to handle the financial planning side of your company can make a real difference — freeing you to concentrate on what you do best.
We work with business owners to provide bespoke financial solutions tailored to the needs of their company, from protecting what you have built to planning for what comes next.
Group Retirement Planning — Auto Enrolment & Workplace Pensions
We can help you set up and administer a workplace pension scheme for your employees, ensuring full compliance with auto enrolment legislation while taking the administrative burden off your shoulders. We work with companies of all sizes, from 2 to 1,000+ employees.
Shareholder Protection
Losing a business partner unexpectedly can put the future of your company at risk. We can advise on shareholder protection arrangements to ensure that control of your business remains where it belongs.
Key Person Cover
Your business is only as strong as the people within it. If a key member of your team were to suffer a serious illness or pass away, the financial impact could be significant. We can arrange cover to protect your business and ensure continuity during what would be an incredibly difficult time.
Succession Planning
Whether you are planning your exit or preparing for the unexpected, we can help you put a robust succession plan in place — ensuring the future of your business is secured on your terms.
Employee Benefits
Attracting and retaining the right people is one of the biggest challenges facing any business. We can help you build a compelling benefits package for your staff, from private healthcare to other workplace benefits, working within your budget to achieve the best possible outcome.
The value of pensions and investments can fall as well as rise, you may get back less than you invested.
The Financial Conduct Authority do not regulate auto enrolment & Staff Benefits
The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
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 Quilter Financial Services Ltd (QFS) , who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Ltd (QFS) is entered on the FCA register under reference 440703 https://register.fca.org.uk/s/