Bespoke benefits - for you & your employees.
What's top of your list when it comes to corporate benefits?
Cost effectiveness goes without saying and at LIFT-Financial we have a track record in securing competitively priced services. It's more important, we believe, to consider the profile of your employees and design a bespoke package with flexibility for you and them. As Chartered Financial Planners, we have the in-house expertise to advise your employees and having this holistic view means we can help you make the right choices. We're experienced in working with high-earners and tailoring benefits to suit them, for example with Excepted Schemes.
Our service includes:
- Benefit design and procurement including Life, Income Protection, Private Medical Insurance, Cash Plans, Critical Illness.
- Market review of your existing schemes
- Full administration support including claims assistance
- Member communication
- Optional claims advice and assistance
Our Clients Say
Having developed a great relationship with Suzanne she has been a fantastic help in guiding my financial decision making and ensuring that I’ve planned well for the future. I’d recommend her without hesitation.
Corporate Services
