A shared commitment to help and support clients at every stage of their business.
Benefits for your employees
We understand that recruiting good quality employees, and retaining them, is crucial to the success of any business. Staying ahead of your competitors often involves not only paying competitive salaries, but also providing a good range of ancillary benefits.
We will listen to your requirements, and suggest and agree a package of solutions to suit.
In particular, we have a wealth of experience in setting up and running Group Pensions schemes (ensuring you fully adhere with your employer obligations), Group Life Assurance schemes, Group Income Protection schemes and Group Private Medical Insurance schemes.
Business Protection
Your business provides financial security to you, your family, and your employees, so we feel it is vitally important to protect your business.
Georgetown Wealth Management is a family business. We, therefore, know only too well the challenges a small firm may face, and the importance of putting a good protection package in place. As the owner of your own business, a complete protection package will help give you the reassurance needed that your business, and people, will be looked after should any of life’s uncertainties occur, leaving you to do what you do best; making your business a success
Typically, the main areas of protection that we can advise you on include:
- Shareholder Protection in event of death (or Critical Illness)
- Key person cover
With our experience in managing our own business, as well as working closely with many business owners, we will work with you to conduct a financial review of your business protection requirements, and discuss and agree a package of solutions to suit.
Investing Company Money:
You may currently find yourself sitting with surplus funds lying in your company bank deposit account, earning little or no interest, that you are unlikely to require to use for everyday cashflow purposes.
If so, we can help you explore alternative investment solutions that might generate better returns for your company.
Contact us today
Our Six Step Process
STEP 1
Meet with you and listen
STEP 2
Understand and agree your financial and lifestyle goals
STEP 3
Find the most suitable solution for you
STEP 4
Create your financial plan
STEP 5
Work together to help achieve your plan
STEP 6
Meet frequently to review and update your plan
