The first stage of our investment process is to determine our clients understanding of investment and the associated risks it brings. We will then develop an asset-allocation strategy to meet these individual requirements. Finally, based on our extensive research of the investment market, we will recommend suitable funds to populate each desired investment portfolio.

The key to our service will however be offering an ongoing review of the suitability of this strategy as changes in an individual client’s circumstances, economic conditions and the investment market can all lead to the need for adjustments to the strategy initially selected. The objective is to ensure that our clients remain on course to achieve their desired goals.

Our Investment Service

cd-chart

Frequently Asked Questions

The concept of a Workplace Pension Scheme was introduced by the Pensions Act 2008.  All employers in the UK are required to establish a Workplace Pension Scheme on their Staging Date.  On you Staging Date and each subsequent Pay Period you must carry out an Assessment of your employees.  The employer must deduct a contribution from the earnings of all their Eligible Employees and pay this to the scheme along with an employer contribution.   A process called Automatic enrolment.

I am delighted with the Retirement Advice provided by Corporate Benefits Consulting Ltd, in particular, the way Iain McCallum explained every option carefully and in a way that I could easily understand so that the whole process was very straight forward and hassle free.
David EwingManagerEdinburgh Dog & Cat Home