Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Worcester: 01905 613453
Evesham: 01386 422611
Cheltenham: 01242 386650

Independent Financial Advisers · Chartered Financial Planners · Discretionary Wealth Managers

Corporate Services

  • A personal service for companies large and small
  • Extensive, hands-on experience of business and management
  • Fee based, cost effective and commission free

McCarthy Taylor advisers have a deep involvement, at board level, with many companies and the people who own and run them. Consequently, we understand the complex challenges of the modern business environment from all perspectives, from large PLCs, to sole traders.

We appreciate the need for many businesses to review financial and protection arrangements regularly, to ensure they remain appropriate and cost effective. Our experience in this field  has taught us to treat our corporate clients very much like an individual client; with a high standard of service and to ensure our advice is directed to the needs of that company.

We specialise in the following areas for our corporate clients:

Business Protection

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Protecting the financial position of your business is considered to be of equal importance to covering your own personal position properly. The directors of privately owned limited companies should consider the impact of death or illness to one of the business owners or key employees. Subsequently, adequate financial arrangements need to be in place to ensure that if the unforeseen occurred then this would have a minimal impact on the business as a whole.

Group Retirement

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As we have seen with the introduction of Auto enrolment, there is an increasing focus on you as an employer, to provide for the future of your staff. Obviously this has a financial impact on the company.

We provide advice on offering a high quality package for your employees which includes group pension schemes and occupational pension schemes. We also consider the various options available to enhance the benefits of an employee’s pension at no additional cost to them or the employer. This could actually result in company cost savings.

Employee Benefits

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We know that in our experience, those businesses that provide their employees with a high quality benefits package help build up loyalty and reduce staff turnover costs. Group pensions are only part of the offering but there are many other options available that you can offer to attract or retain employees at very reasonable costs.