Business Financial Services | Pensions & Cover | TC Group
Financial Services
financial services for businesses
At TC Group, we understand that achieving long-term business success extends beyond growth. It requires careful risk management, strategic planning, and continuous adaptation to the ever-changing landscape.
From pensions for your staff to business protection, we can take the weight off your shoulders when it comes to your business’s financial situation.
We’ll help you identify and run the right kind of workplace pension scheme for your company, meeting all the statutory requirements of auto-enrolment and ensuring your employees receive the correct contributions to their pension.
We can also advise on how best to make contributions to your own pension as a company director, and how to make the most of the tax advantages available.
Our seasoned advisors can guide you through the process of investing through your limited company, determining the best investment strategy for you, explaining the risks and opportunities involved, and keeping you informed about how your investments affect your business’s overall financial health.
Furthermore, we extend support in designing employee benefits packages, including private medical cover and death-in-service, as well as advising on insurance such as Company Share Protection and Key Person Protection – offering security for your business and its people.
AUTO-ENROLMENT
Meet all your auto-enrolment obligations, including ongoing duties and employee communications.
COMPANY INVESTMENTS
Receive full strategic guidance on making investments through your limited company.
COMPANY PENSIONS
We provide expert guidance on choosing the most suitable pension scheme for your company, and support running it.
COMPANY SHARE PROTECTION
Safeguard your company’s control and stability no matter the circumstances with share protection measures.
EMPLOYEE BENEFITS
Protect your employees with private medical cover and death-in-service benefits.
KEY PERSON PROTECTION
Mitigate the risks associated with the potential loss of a key member of staff by putting Key Person Protection in place.
FREE no-obligation consultation
For more information about Financial Services, please contact us to arrange a free consultation.
the financial services team
1.
Simon Perkins
Head of Financial Planning
- [0330 088 7111](tel:0330 088 7111)
2.
Jem Turrell
Independent Financial Advisor
- [01202 483341](tel:01202 483341)
3.
Charlotte French
Chartered Independent Financial Planner
- [01903 816699](tel:01903 816699)
4.
Cheryl Shires
Senior Paraplanner
- [0330 088 7111](tel:0330 088 7111)
5.
Jackie Fagelman
Independent Financial Advisor
- [0330 088 7111](tel:0330 088 7111)
6.
Mark Brett
Independent Financial Advisor
- [0191 2299666](tel:0191 2299666)
- [07446 995005](tel:07446 995005)
- MarkBrett@tcfinancialplanning.co.uk
7.
Sam Whatsize
Independent Financial Advisor
- [01332 258 700](tel:01332 258 700)
- [07784 075155](tel:07784 075155)
- Samwhatsize@tcfinancialplanning.co.uk