Directors' & Staff Benefits
- We offer a complimentary introduction meeting to understand your existing plans and your financial objectives so that we can offer you the right advice and service that meets your objectives and your preferences.
- Our personalised evidence-based recommendations that build on your current plans are achieved using robust research. We investigate different financial scenarios so that you can be confident in achieving your objectives.
- When we tell you about a fee, you will always receive a clear explanation of: The total fee, the advice service it relates to, how it's been calculated, when you need to pay it and your payment options.
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Michelle is an award-winning chartered financial planner who holds the designation 'Fellow of the PFS' demonstrating her commitment to maintaining the highest standards of knowledge, ethical conduct, and professional practice. Michelle is also an accredited member of the Society of Later Life advisers. Michelle offers a fully personalised service tailored to each clients individual needs and goals, using an approach that was recognised and honoured by the Women in Financial Advice awards in 2021. Clients working with Michelle can expect a high level of professionalism, integrity and a lasting relationship built on trust and open communication
Michelle Boakes
Chartered Financial Planner
Body
Recruiting, motivating, and retaining able staff is a key preoccupation of many businesses. Getting the rewards mix right is an important ingredient in successfully managing such staff. Remuneration menus made up of pensions, life insurance, tax efficient bonuses and benefits are common in well-managed businesses. But they require careful planning and selection depending on the type of business and the type of staff who are involved. What motivates and retains staff at an internet start-up business, or a bioscience research operation may require a different balance than at a manufacturing business with a substantial production line workforce.
If staff are the assets to successful businesses, then well-founded and managed reward strategies are vital. Taking the right advice early on means that the right moves can be made at the outset without having to make them as the business moves along. The result should be contented and efficient staff who are confident that they are getting the most appropriate deal for their time and their labour.
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When we tell you about a fee, you will always receive a clear explanation of: The total fee, the advice service it relates to, how it's been calculated, when you need to pay it and your payment options.
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THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE EMPLOYEE BENEFITS.
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FAQs
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How long should I allow for an initial meeting?
Mortgages
60 minutes
Financial planning
90 minutes -
Do you get commission?
For mortgage and protection products only.
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Do I have to pay for an initial meeting?
No, the initial meeting is completely free.
