As an authorised Independent Financial Adviser, we have the expertise to provide unbiased, professional advice on financial planning to all corporate clients.
With many years' experience and extensive knowledge of the financial marketplace, we are in an ideal position to advise on the optimum, most tax-efficient solution for your needs. A solution will be designed around each individual client. We want to build long-term relationships and gain a real understanding of your business.
Corporate Services We Offer
Auto-Enrolment
Expert guidance through auto-enrolment regulations, setup of qualifying schemes, and ongoing compliance support.
Business Protection
Key person protection, director share plans, and business continuity insurance safeguarding your business.
Workplace Pensions
Design, setup and administration of workplace pension schemes tailored to your business size and culture.
Employee Benefits
Comprehensive benefits packages including group life, income protection, and critical illness cover.
Why Choose Woodward Markwell for Corporate Advice?
Expertise in Pension Schemes
We advise employers on a wide range of pension arrangements, including:
- Occupational Pension Schemes
- Group Self-Invested Personal Pensions (SIPPs)
- Group Personal Pension Plans
- Small Self-Administered Schemes
- Salary/Bonus Sacrifice Arrangements
- Trustee Investment Plans
Ongoing Support
We don't just set up schemes and disappear. We provide ongoing support including:
- Regular governance reviews and compliance monitoring
- Employee education and pension surgeries
- Updates on legislative changes affecting your schemes
- Annual valuations and strategy reviews
- Support with member queries and issues