Business Financial Planning
- Employee Benefits
- Retirement and Pensions Planning Advice
- Corporate Financial Planning
- Shareholder and Partnership Protection and Succession Planning
- Key Person Protection
- Profit Extraction and Tax Planning
- Corporate Recovery / Redundancy
- Bespoke Financial Planning
- Wealth Management
- Trustee Investments
- Estate Planning and Inheritance Tax Mitigation
- Tax Planning
- Retirement and Pension Planning
- Post-retirement Planning
- Investment Planning
- Ethical Investing
- Life Assurance
- Health Insurance: Income protection and critical illness cover
- Private Medical Insurance
- Mortgage Advice and Arrangements
At Catalyst we will work to put in place a plan that reflects your circumstances and needs both now and in the future and as part of this plan we will agree how we are to be remunerated so all is clear and agreed upfront. This can be in the form of an hourly fee and will vary depending on who needs to be involved and the time taken to complete the work. Our advisers will be able to guide you on what this fee is likely to be. Also we are able to be remunerated by commission paid from the providers selected on your behalf, again these amounts will always be disclosed to you upfront.
Although we do not provide Mortgage advice ourselves we have several excellent Advisors in the wider Clarkson Hill Group who do. If we refer you to them or any other professionals we will disclose any fee that we would get for doing so. At all times our main aim is to ensure that the plans for your future which we help to put in place are right for you and your situation.
