Wealth solutions for businesses.

Your team is your most valuable business asset. To invest in them is to lay fertile ground for future growth. At Wealth Solutions, we show you how.

Auto enrolment pension schemes

Crafting stellar workplace pension plans.

Workplace pensions are often an area where employees fail to offer their workers as much value as they could. At Wealth Solutions, we specialise in pension planning for small and large businesses seeking to give staff a better deal whilst keeping costs under control.

Since the Pensions Act 2008, UK businesses are required to put staff on a workplace pension and contribute to it, under automatic enrolment rules. You need to put in at least 5% whilst each worker must contribute 3%. Yet this does not need to be a mere hoop to jump through. Offering staff a leading workplace pension scheme can help retain excellent staff who may be tempted to look at job offers elsewhere. Finding the right provider and partners, moreover, could help your business to save money on fees and other costs which eat into your profits. Get in touch to find out how our pension planning team can help improve this vital part of your business.

The value of advice
The value of advice

Find out how professional financial advice can put your wealth and finances in a better position for the years ahead.

“In my view, good financial advice requires 2 key elements. A deep knowledge of the current financial marketplace, and the ability to interpret the client’s situation and requirements. In our experience Wealth Solutions have excelled at both.”

Ian and Dawn, Stratford upon Avon
Small self administered schemes

SSAS solutions for holistic business planning.

Small self-administered pension schemes (SSAS) are a great way to access more investment flexibility, improve benefits to key staff and save on tax. At Wealth Solutions, we can help you find out how to gain more control over how your pensions are invested.

SSAS pensions can be a great option for businesses – particularly those which are family-run or small in size. However, they can be complex to set up and manage, making it important to seek specialist financial advice to ensure everything is done correctly. Here at Wealth Solutions, our team can help you navigate the wider marketplace to find the ideal deals for your business. We can also assist with constructing appropriate portfolios within the scheme, given the wide range of assets available to include (e.g. commercial property).

This could also offer you a great way to plan for retirement whilst also investing in your business, since SSAS schemes also allow you to offer the latter commercial loans – e.g. to buy an asset, like new office premises.

How can we help?

Contact us today and our friendly support team will reach out as soon as possible.

    “I have been involved with Simon Redhead and his team at Wealth Solutions for over 10 yrs. I have found that the complex world of pensions has been made straightforward and relatively easy to understand. All investments have been well presented and well-executed at all times, essentially offering me a financially worry-free retirement.”

    Peter, Birmingham
    Employee benefits

    Employee benefits to improve productivity.

    Are you looking to attract and retain a leading team which will see your business through thick and thin? Offering an excellent package of benefits is a key component to your strategy. Our team can help you craft one, tailored to your business and industry needs.

    The cost of high employee turnover can strangle the profits and growth of a business. Creating a positive work environment where excellence is well-rewarded can help set the ship on a viable course towards success. At Wealth Solutions, we specialise in helping businesses craft a strong employee benefits package which upholds morale and improves retention – without breaking the bank. Indeed, in many cases it is possible to improve your employee benefits whilst also making a greater saving on corporation tax.

    Our team can help you explore and integrate a wide range of possible options including “death in service” policies, PMO, paternity pay and more.

    How can we help?

    Contact us today and our friendly support team will reach out as soon as possible.

      Personal Wealth Solutions
      Wealth management
      Wealth management

      Make sure all aspects of your complex finances and wealth work together towards a common set of goals.

      Financial planning
      Financial planning

      Integrate your pension, investments, financial protection and other key areas into a coherent, long-term plan.

      Investment planning
      Investment planning

      Craft an investment plan which grows and preserves your wealth - maximising returns potential whilst limiting risk.

      Retirement planning
      Retirement planning

      Set a course for the retirement lifestyle you dream of, making sure you have enough money to sustain it for many years.

      Tax planning
      Tax planning

      Are you losing more money than necessary to tax? We can regularly review your income and estate to mitigate liability.

      Mortgages
      Mortgages

      As the biggest monthly expense for most people, getting the right mortgage is key. We can assist with finding the best deal.