Aberdeen 01224 578250 |Edinburgh 0330 1079927 |Perth 01738 718870

Business Clients

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.

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 aim

McHardy Financial 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.


For a no-obligation chat please contact our branches.
Aberdeen: 01224 578250 | Edinburgh: 0330 1079927  | Perth: 01738 718870 

Email: enquiries@mchb.co.uk

McHardy Financial Brochure

Click here to view our brochure and learn more about our services and fees.

McHardy & Cox

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