4. Advice

Central to our services for corporate clients is our ability to provide fully independent advice to both employers and individual employees. .  As part of the Towergate Group, we can provide a true ‘one-stop-shop’ for all areas of financial planning, including retirement, investment and protection needs.  This is an extremely valuable service that few other corporate advisers offer and, in our experience, is very well received by staff. 

We often provide financial advice by way of workplace “surgeries”, which enable employees to take advantage of one-to-one advice from a qualified Independent Financial Adviser.

To compliment this one to one advice we also run group seminars to provide information on many subjects  such as employee benefits investments and wealth management, protection planning and pre-retirement planning - details can be found here http://www.towergatefinancial.co.uk/seminars_events_list.php?seminars=upcoming

In addition, we offer bespoke investment solutions through our private client service.  This service may utilise our  specialist investment platforms, Towergate Financial Choice or Towergate Financial Wealth.   More details of these can be found on the following page http://www.towergatefinancial.co.uk/services.php?services_id=33

How will it benefit your company?

Providing access to an Independent Financial Adviser is one of the most highly valued benefits you can offer your employees.  It demonstrates your concerns for the financial wellbeing of your staff and can embed staff loyalty and retention.

How will it benefit your employees?

Access to financial advice in the workplace gives your staff a better understanding of the benefits you offer and how they interact with their wider financial circumstances.

The aim will be for employees to have a financial strategy which will help them plan effectively to achieve their future goals.