We’re business people too. And that means we understand the ambitions, the challenges and the risks of managing a business. We also understand that business planning is not a one-off activity but an ongoing combination of expertise and service.
As a business owner you may have the following objectives: -
Investments can go down as well as up and you may not get back what you originally invested.
Knowing how we work with some of our existing corporate clients may help you understand what we can achieve for you and your business:-
The business planning advice we received from Wealth Professional was instrumental in building the employee benefits package we have on offer today. The complexities of pension, financial protection and healthcare were made simple by Douglas and his team. The service we receive is superb, they understand our business and importantly trust has been established which for us is second to none.
Douglas also introduced us to the concept of SSAS pension and holding commercial property as an asset, his knowledge and experience in this specialism is tremendous, he really has completely changed our focus and business planning as a result of this. We can’t recommend Wealth Professional highly enough, we feel very privileged to have them as a partner to our business.
Our Employee Benefits programme caters for over 15,000 staff across Workplace Pension, Private Medical Assurance, Group Life Assurance and a Final Salary pension arrangement. The knowledge and experience of Wealth Professional is very impressive, especially on the Final Salary pension as many advisers we have worked with previously had little knowledge of these arrangements and the challenges faced by a Final Salary Trustee Board. The cost savings identified by Wealth Professional were quite frankly immeasurable to our overall business. We also offer a Salary Exchange programme and they have been instrumental in assisted us. The relationship with Wealth Professional is very personable and we have direct contact with their dedicated team. Their response times are fantastic. I would have no hesitation in making a formal recommendation.
We were looking for someone to help us understand the legislative requirement for auto enrolment of staff pensions. We were recommended Douglas from Medical and Professional. We have found their services professional and reliable. Pensions, taxes, investments are some of the topics we are trying to understand. All our questions are answered clearly and promptly. We are fortunate to find them and would recommend them without hesitation.
Our experience with Douglas and the team at Medical & Professional has been very positive. Their technical knowledge and diligence have helped guided us through the complexities of our taxation, pension and employee benefit programmes. They are courteous, friendly and have taken care of our every need, I would highly recommend this organization to any individual or business for all types of financial planning.
I’ve found Medical & Professional to be at all time trustworthy, reliable, highly professional and a friendly company to deal with. They look after our family financial affairs and also my business financial planning, the latter of which allows me to fully focus on the priorities of running an international company.
"I have worked with Douglas and the Wealth Professional team for a number of years now and they have proved to be invaluable both in my Personal Financial Planning and the running of the Employee Benefit programme for my company Asset Guardian Solutions Limited. I would personally recommend you speak to Douglas and his team regarding your Wealth Planning before making any decisions.”