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Corporate MAC Club Membership

Corporate MAC Club Membership has been developed to provide your business with tailored financial advice, irrespective of your size, sector or type. We provide Advice Based Financial Planning and aim to become a strategic financial advice partner who understands your business plan and creates a strategy to help you achieve your specific financial goals.

Who are our Corporate Clients?

Our Corporate MAC Club Members are varied, which we like, but is therefore difficult to average. However with some assumptions, our standard Corporate MAC Club Member would be a business with the following traits :

  • Two or more owners/directors
  • Average 10 staff or more
  • Turnover from 500k plus
  • Generally one or more legal entities

Strategic Planning

The most common planning that we conduct within the management of existing Corporate MAC Club Members is as follows:

  • Auto Enrolment & Workplace Pensions
  • Corporate Investment Planning
  • Reducing Corporate taxation
  • Group Pensions
  • Group Death In Service
  • Group Private Medical Insurance
  • Shareholder Protection
  • Keyman Assurance
  • SIPPs & SSAS’
  • Exit Strategies

Various business sectors are covered in our membership as we do not specialise in a specific sector. The main reason for this is purely that business sectors do not depict the type of planning required. Generally, all business needs similar types of planning – it’s how it’s tailored to your business strategy that’s the key factor.

Please contact us for further details and pricing.