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Corporate Financial Planning

What We Do

Through our corporate financial advice service we advise small and medium sized companies about how to protect the financial interests of shareholders and investors and how to attract and retain the highest calibre staff with static and flexible benefit schemes.

Our consultative approach helps employers identify their company's requirements and determine the right solutions for staff and business. We seek to provide value that can be measured in cost savings and/or improved recruitment and retention.

How We Work

Working closely with Finance and HR departments we design benefits packages that will evolve in line with the organisation’s profile, market position and human resources capability. This can include a benchmarking process for comparison to the company’s peers and competitors and consideration of web-enabled technologies to deliver cost-effective and efficient benefits communication. To view a demonstration of the employee portal we use please click here entering the username ‘employee’ and the password ‘enterprise’.

With regards to a company’s current strategy we thoroughly review existing pension, income protection, life assurance and private medical insurance arrangements and in our capacity as independent financial advisers, consider the full range of suitable options from the whole market. Our findings and recommendations are always provided within a detailed report that confirms all aspects of our proposition.

Our Methods

The key to any successful employee benefit scheme is good staff communication; this is especially true at the implementation stage and to this end we offer the following services:

Once a scheme is up and running we can provide ongoing advice to members through annual review meetings. Being independent financial advisers employees frequently request personal financial planning and investment advice, with the company’s consent we are happy to offer this service.

For the employer we assist with the servicing, administration and promotion of the scheme or benefits package as well as keeping them informed of the following:

Pension Advice

In summary, whether you are implementing employee benefits, reviewing your reward strategy, moving to flexible benefits, changing your pension scheme, or looking for business planning, we can help.

For more information about our pension advice services, employee benefit schemes or corporate investment, please call us on 01344 873 254 or complete the short contact form. Should you require a no obligation face to face meeting we are happy to make home visits within the Windsor, Ascot, Sunninghill & Sunningdale area. Please click here to view the latest copy of Black Swan Financial Management’s Service Agreement and Remuneration Schedule.

Black Swan Financial Management is authorised and regulated by the Financial Services Authority.

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