Corporate Clients

If you are a company director who is accumulating wealth, or you are about to enter the retirement phase of your life, there are a number of key investment and pension considerations that relate to you personally and also to your company.

Our work at Collaborative Wealth with corporate clients brings us into contact with companies of all sizes across the UK. Our experienced team are able to offer truly holistic advice to employers and their staff across the whole financial services market.

Collaborative Wealth provides you with affordable solutions and freedom of choice. We deliver our high-quality service to you personally, directly and efficiently. We are dedicated to integrity and teamwork. Working in partnership with your business, we can help you to achieve your goals.

We seek out the best wherever it can be found – best solutions, best technology and best communications. We create solutions for you that will point you in the direction you need to go to reduce costs and increase employee satisfaction.

With our financial input, business owners can focus on what they excel at – building and developing thriving and profitable businesses – while our advisers can help with the following areas of corporate financial advice:

• Group pensions
• Corporate insurance
• Corporate financial planning
• Employee benefits arrangements