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The Government estimates that millions of people in the UK are currently not saving enough for their retirement.

To help solve this problem, the Government has introduced legislation that means every employer will have a duty to put a pension scheme in place. You’ll also have to automatically enrol certain workers into the scheme and make contributions on their behalf.

This presents a huge challenge for your business. You’ll need to understand your automatic enrolment duties, the impact on your business and the changes you’ll have to make.

We can help you with this challenge. We offer a range of services, in conjunction with Banner Jones Wealth Management LLP, which will help you to understand and prepare for automatic enrolment. By starting to plan now, we can help you to mitigate the costs and minimise the disruption to your business.

It is now just about 18 months since you took over as financial adviser to both myself and my wife. At our fist meeting I was very impressed at what you told me you could do and what returns might be achieved. I was particularly keen to hear not only how you would manage my funds but also that you would ensure our capital gains tax allowance would be utilised each year.

I thought if you achieved all you said you could you would be doing really well!

We have only recently had our annual meeting and financial report. You have exceeded what you said you would achieve. We were delighted to hear how our funds had been managed and the returns on capital achieved in so short a time and also in a period of such financial uncertainty.

Very well done. Keep it up.

You have two very satisfied clients.

 

 

Mr & Mrs H, Nottingham

I have now been engaged with Jill and her team for just on 3 years,. Jill and her team have provided me with positive sound boarding in relation to personal wealth planning, aiding me make use of ‘all opportunities’ to plan for my future and that of my family….. becoming a friend in the process also.

My wife and I wouldn’t hesitate to recommend Jill and her team to anyone, who may be considering their financial future…

Mr F

Excellent service due to business relationship with our solicitor.

Mr A, Chesterfield

Very efficient, friendly and professional. We would definitely recommend to friends and family. They made the whole experience problem free.

Mrs W, Mansfield

Service was incredible. Lee Foster made the transition smooth and easy. Thanks Lee!

Mr P, Rotherham

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