Business Clients
A history of getting you the best
We seek out the best wherever it can be found - best solutions, best technology, and best communications. We create solutions for you pointing you in the direction you need to go to reduce costs and increase employee satisfaction.
Our Corporate Client services to companies, partnerships and organisations provide a broad range of financial advice on the many aspects of corporate financial planning.
We work closely with our clients to build strong personal relationships and trust, delivering expert and imaginative advice and services.
Our Corporate Client team has an unrivalled depth of knowledge and expertise in corporate financial affairs, including specialised products such as Group Personal Pensions, Corporate Private Medical Insurance or Death In Service Cover.
Drawing on our vast experience in the industry we are market leading experts in employee benefits that work and those that don’t in today's challenging and ever-changing environment.
We know how to achieve the best results, how to get the best operationally, and how to find the most cost effective solutions for your situation.
Our aim
MCHB Wealth Management provides you with affordable solutions and freedom of choice. We deliver our high quality services to you personally, directly and efficiently. We are dedicated to integrity and teamwork. Working in partnership with your unique business and our professional advisers we help you to achieve your goals.
As a business you are still an individual and we recognise and work with you on an individual and corporate basis, being independent allows us to deliver a comprehensive range of solutions, whatever the size of your company.
Whether you are protecting your key personnel, reviewing your employee benefits package or deciding on the best company pension scheme, our experienced advisers are here to help you make the most effective plans possible.
Our approach
Our bespoke services offer the flexibility to meet your changing needs, to respond to industry trends and to comply with regulatory developments.
We offer employers a flexible approach to access advice, meaning that solutions are tailored exactly to your requirements. We don’t do ‘one size fits all’ and we would never expect you to work with solutions that so not completely meet your needs.
We believe that effective corporate advice is achieved by working in partnership with you, anticipating your future needs and building a mutually beneficial and trusted relationship over time.
Our approach means that you can engage with us on a number of levels ranging from small specialist pieces of work to large scale projects.
We have extensive experience in designing and implementing employee benefits programmes, and operate across the whole spectrum of advice from consultancy to us taking the reins and having full control and responsibility.
Business Planning
If you are a business owner, you are faced with a range of important issues such as:
How do you extract your profits in the most tax-efficient way?
What is the most effective way to reward and motivate employees?
How should you make sure that you can afford to retire?
To whom will you pass on the business when you retire?
How will you finance expansion?
What would happen to the business if you (or your co-owner) were to die or fall seriously ill?
Business insurance & succession planning
Owning a business can be a very rewarding experience. But what happens if a business owner dies or falls seriously ill? Much will depend on the type of business – sole trader, partnership or limited company – but unless there has been some advance planning, the chances are that what remains may end up in the wrong hands.
Key person insurance
Key person insurance can be essential in helping to ensure that a business survives and thrives if a key person is no longer able to continue working – whether because of illness, disability or death.
Employee Benefits
Your employees are most likely the main asset within your organisation. An effective package will not only help retain your best staff but also attract new ones.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!