Services for Businesses

Services I provide to business owners fall into two distinct categories; those aimed as employee benefits and those for the owners themselves.

For Your Employees:

  • Staff Pension Schemes – including researching and sourcing a suitable provider to help you meet your Auto Enrolment responsibilities and which will work alongside your existing payroll and HR systems
  • Death In Service life insurance
  • Permanent Health Insurance to provide a them with a replacement income in the event of illness or accidents.

For You and other Directors:

  • Pensions for senior staff
  • Insurance to cover your business against the death or serious illness of a key member of staff
  • Working with your accountant to draft an effective partnership agreement
  • Facilitating the purchase of a partner’s shares from their estate in the event of their premature death

My experience is at your disposal; please do get in touch if you feel I might be able to be of help.

White Horse Financial Services (FCA Reference: 491847) is a trading style of CP Bearfoot, a fiercely independent financial adviser and an Appointed Representative of Validpath Ltd (FCA Reference: 197107) which is authorised and regulated by the Financial Conduct Authority.