Corporate Financial Planning
Mantle & Partners are Independent Financial Planners and Tax Advisers, authorised and regulated by the Financial Services Authority.
Based near Epsom, Surrey, Mantle & Partners specialise in providing employee benefit advice for over 40 companies based all over England.
This can range from the implementation and ongoing advice of a company pension scheme, through to providing specific areas of advice such as protecting shareholders and key persons.
At Mantle & Partners we believe in offering a personalised service approach. This means we treat not only the company as our client, but also the individual employees – offering them review meetings as well as an initial consultation to tailor plans to individual requirements. In particular, employees seem to appreciate mostly the advice they receive regarding attitude to risk and fund selection, and advice regarding existing pension schemes.
Mantle & Partners provide our corporate clients with dedicated points of contact, as well as back up support in the event of holidays or sickness.
We encourage our staff to achieve qualifications through examination and are proud to have some of the first Chartered Financial Planners in the industry. In addition, some of our advisers and technical support staff have also progressed to advanced financial planning qualifications. This means you can be confident that we have the technical expertise to provide the advice you require.
As well as a financial planning section, Mantle & Partners also provides specialist tax advice and therefore this area can also be incorporated into your financial needs.
We would welcome the opportunity to discuss your employee benefit needs at a convenient meeting. With the proposed introduction by the Government of Personal Accounts in 2012, now is an ideal time for companies to either review their existing employee benefit arrangements, or to consider implementation of a scheme before being forced to pay into the proposed Government arrangement.