Head Office: 01622 692224

‘succeed’

‘The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.’

Henry Ford


HOME PENSIONS INVESTMENTS MORTGAGES CORPORATE PROTECTION LONG TERM CARE NAVIGATOR CLIENT LOGIN OUR IFAS CONTACT US
PENSIONS INVESTMENTS MORTGAGES CORPORATE PROTECTION LONG TERM CARE HOME NAVIGATOR CLIENT LOGIN OUR IFAs CONTACT US

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Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority Member no. 471184.  

Financial Conduct Authority: www.fca.org.uk

Registered in England.

Co Registration No: 5428054.

Registered Office:

Kings Lodge, London Road

West Kingsdown, Kent

TN15 6AR

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CORPORATE PLANNING

The entrepreneur always searches for change, responds to it, and exploits it as an opportunity!

Keeping your business healthy in this ever-changing world is a constant challenge. When you're running a small to medium sized business the focus always seems to be on YOU. Even though you know it's vitally important, taking the time out to plan for your own financial future often takes second place to the day-to-day management of your company - Core Financial Services are here to help!

We specialise in advising Owners and Directors of small to medium size companies like yours. Over the years we've helped many company principals review their pensions and plan for their retirement. Along the way we've often found innovative ways to create working capital for the business whilst protecting against the potential loss of key partners or employees.

Our Service is designed to take the burden and work out of financial planning for our clients, providing quarterly reporting and annual reviews to keep all financial plans on track, meeting our clients objectives and ensuring tax efficiency. Our Advisers fully support our corporate clients and will work alongside other specialists in Tax, Corporate Finance and the Law to ensure you get the full picture and only the best advice.

OUR PRINCIPALS' SERVICE INCLUDES IMPARTIAL ADVICE IN:

         Auto Enrolment & Corporate Pension Planning

        Group Life Cover

        Income Protection Insurance

        ‘Keyman’ Protection

        Director & Shareholder Protection

        Employee Benefits


To discover more about Owner/Directors Specialist Service and the difference Core can make to your financial future - call today on 01622 692224  or go to Core Corporate Planning.

Core Financial Services Ltd is authorised and regulated by the Financial Conduct Authority member no. 471184.  Financial Conduct Authority - http://www.fca.org.uk/

Registered in England. Company Registration No: 5428054. Registered Office: Kings Lodge, London Road, West Kingsdown, Kent TN15 6AR

Please note our telephone number has changed.  Any calls made to our previous 0844 number will cost 7 ppm plus your Telecoms provider’s Access Charge