Corporate Solutions

In association with our partners, our advice and support extends across:

• Shareholder protection
• Key man assurance
• Tax planning
• Trust planning

We can help your business move forward by considering Shareholder Protection or Key Man Assurance. We can help you to review your employee benefits package from protection to pension plans and potentially cut your costs. At the same time we are often able to improve the benefits you offer to your staff.

Share Protection
In many private companies, the directors hold all the shares. What happens if one of them dies? His or her shares might end up in the hands of someone with no business skills – or has no interest in the company. Share Protection can take the sting out of this situation by providing an injection of capital.

Pension Plans
Employees are increasingly recognising that they cannot depend on the Government for their retirement income. Furthermore, a good pension plan can make all the difference when it comes to both finding and keeping the best people, particularly at the higher executive levels. We advise on Group Personal Pension schemes including Stakeholder and Executive Pension planning. We can provide a full written appraisal of existing schemes which may have become quite outdated and expensive compared to the modern options.

Legal Status

Create Financial Management is a trading name of Bates Investment Services Ltd, which is authorised and regulated by the Financial Services Authority and is a wholly owned subsidiary of The Money Portal plc.

Bates Investment Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 154229.

The FSA do not regulate some forms of mortgages.

Bates Investment Services Ltd. Registered Office 1 Threadneedle Street, London EC2R 8JX.
Registered in England and Wales No. 3434648

The information contained within this website is intended for UK consumers only.