Corporate Services from Direct Financial Planning.

Direct Financial Planning's Corporate Services are managed by:

Peter Lee

Peter has over 20 years’ experience, previously having held senior positions within leading independent and advisory firms, including major accountancy and consultancy group, KPMG.

Peter has worked with many of the South West’s leading companies both providing advice and solutions on a wide range of employee benefit issues. He has also worked extensively with owner-managed businesses.

Corporate Clients: Planning Benefits for your Business

Employee Benefits Services

Selecting an appropriate benefits package for a company and its employees is a critical decision, whether a company is large or small. The issues affecting employee benefits are constantly changing which make it difficult to select the most suitable package for the company and its employees. Direct Financial Planning can assist you in the choice, design and implementation of cost efficient packages tailored to meet your specific company’s requirements. These include:

How can we help?

Direct Financial Planning’s approach is to spend time with you to learn about your present situation and your ideas for the future.

We can then design the best strategy to put those ideas into effect. This will enable your company to attract and retain the skilled personnel necessary to meet the challenges of a competitive business environment, and to ensure it is protected adequately so that it can prosper.

Directors & Executive Advisory Service

Business life today is hectic and stressful, and leaves precious little time for taking care of personal financial issues. This can lead to matters being neglected, ultimately inflicting additional pressure into the business environment, which can affect business performance.

Direct Financial Planning offers a financial counselling review for Directors and Executives. This is provided on an individual and confidential basis, with the prime objective of helping Directors to address the problems of planning their personal financial and investment strategies effectively and efficiently.

Who and When?

The service is aimed at the needs of senior management. It is valuable at any time, but particularly at key occasions of change, ie: recruitment, promotion or leaving employment.

How it Works

Step 1

Confidential meeting and in depth review of financial resources including breakdown of assets and liabilities. The aim will be to establish a full understanding of the financial situation, and identify key areas of interest and opportunity, and outline financial strategy.

Step 2

Confidential report issued, confirming key issues, strategy and identifying any immediate action required.

Step 3

Review meeting, to review and fine tune recommendations, and consider how conclusions should be implemented.

Step 4

If the individual is fully satisfied with conclusions, Direct Financial Planning will implement all necessary arrangements, paperwork, and communications with other professional bodies as appropriate.

Step 5

The service offers regular valuations, commentaries and a helpline for immediate enquiries. Annual review meetings will be included.

For Employers

The service can be offered to complement the existing employment benefit contract, and works in cooperation with any existing tax advisory services. It can be offered as a bespoke benefit to selected executives and senior staff.

For Senior Management

Advice draws out benefits inherent in the employment contract, and develops a complementary programme to achieve personal financial objectives in an efficient and practical way.

Typical agenda of discussion subjects:

The service is primarily fee-based; terms, conditions and rates are available on request, and agreed in advance. Our aim is to provide a genuinely independent and value for money service.

Not all the products and services mentioned  on this page are regulated by FSA