Expertise
- Employee Benefits
- Business & Finance
- Financial Wellbeing
- Exit Planning
- Death in Service
- Group Pension Schemes
- Sharehoder Protection
- key person insurance
- Loan Protection
- Relevant Life Insurance
- Financal services
- Financial advice for directors
- Financial Advice
- Corporate
- Corporate Advice
- workplace
- Workplace Pension Schemes
- Employee Retention
- Employee Recruitment
- Pension Auto Enrolment
- Employee Absence
- Group Life
- group medical
- Group Benefits
Summary
Are you a business owner or leader suffering from these common challenges?
> High rates of sickness and absenteeism
> Workforce mental health issues with the inevitable reduction in productivity
> Struggles to attract and retain top talent
> Employee benefits that aren't fully appreciated (or worse even understood)
These can all have a considerable impact on the business and, in some situations, significantly reduce future profitability.
People are your greatest asset, but they can also be your most significant risk if they are stressed and unhappy. And the connection between mental and financial well-being and business performance is well documented.
With over 20 years of experience working with professional services businesses, I focus on transforming the financial well-being of employees and companies ensuring a lasting impact.
My consultative approach is bespoke to each client but can involve: -
> Comprehensive employee benefit design and implementation
> Business continuity in the event of loss or serious ill health of key people
> 1:1 and group work to ensure employees feel financially resilient and empowered to take control of their finances
If your people feel in control of their finances, they will be happier and more productive. If they are worried about their financial situation, they will be distracted, stressed, and more likely to become absent.
We need to talk if you want to create a lasting impact on your business. If interested send me a note and let's schedule a call.
Experience
-
Continuum Financial Services
Partner
21 - 100 Employees 2017 - Current
-
True Potential Wealth Management LLP
Wealth Management Adviser
100+ Employees 2012 - 2017 -
2plan Wealth Management
Indpendent Financial Adviser
100+ Employees 2008 - 2012 -
Positive Solutions
Independent Financial Adviser
100+ Employees 2003 - 2008 -
Harrington & Horne Financial Services
Business Owner
1 - 5 Employees 2001 - 2003
