The personal investment service

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Consultancy advice to employers, trustees and individuals, giving clients access to a wealth of experience

Consultancy advice to employers, trustees and individuals, giving clients access to a wealth of experience

Employee Wealth Management


Our specialist team provides consultancy advice to employers, trustees and individuals, giving clients access to a wealth of experience in this field. Our core values of prudent management, 'Made for You' services and an uncompromising commitment to the client are key features of the Corporate Benefits team.

Employee Wealth Management Services

Our Employee Wealth Management Services, provided by CS Financial Solutions Limited, are fully integrated with our advice to corporate clients on employee benefits.

The central theme is effective communication, so that employees fully understand and appreciate the benefits package offered by their employer. Additional support together with individual advice is available to employees on a range of different areas, listed opposite. Employees may also wish to take advantage of our Financial Planning and Wealth Management Services.

For further details on the full range of our Employee Wealth Management Services, please do contact us, full details are available by clicking the link below

Contact Us

We would be delighted to advise corporate clients on the following services:

  • Employee benefits design or restructure
  • Benefits consultancy and communication
  • Web based employee communications platform
  • Pension Scheme wind up and deficit management
  • Group pensions and group SIPPs
  • Group life cover
  • Group medical insurance
  • Group income protection
  • Keyperson insurance
  • Flexible benefits
  • Employee communications and advice
  • Retirement and redundancy counselling
  • Executive financial consulting