Let us help you...

By Mattioli Woods plc
schedule30th May 17

GIVING YOU THE COMPETITIVE ADVANTAGE

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Spend time with one of our financial experts covering topics including pensions, investments, property, inheritance tax planning and much more.

Complimentary employee benefits audit

Our employee benefits experts will look at your existing employee benefits and make recommendations on how they can be improved, with a close eye on your budget.

Financial education workshops

Choose a group of your employees to receive a taster of our incredibly powerful and popular financial education workshops. Whether they are just starting their career or close to retirement, these workshops will give your staff the drive to achieve more for both themselves and your business.

CONNECT YOUR BUSINESS TO YOUR RETIREMENT

Our consultants can assist with the set-up of a bespoke pension for the benefit of a company’s directors or its senior employees. This will provide both investment flexibility and control, with a number of benefits for your business:

•  Purchase and leaseback of business premises to free up capital

•  Lending of funds from pensions to businesses

•  Pension fund equity purchase of finance business projects or start-ups

* Barclays Corporate and Employer Solutions (C&ES) – Financial wellbeing: the last taboo in the workplace?

** Nudge Global. Financial education: the definitive guide 2015