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Financial Planning

We can’t prevent unforeseen disaster happening, but we can protect your finances if it does.

Protection

Peace of mind with Peritus Corporate Finance

At Peritus Corporate Finance we can’t prevent unforeseen circumstances happening, but we can help protect your finances if it does.

Our team of specialist insurance advisers offer a wide range of insurance services and can provide you with the most suitable insurances available.

What we do:

  • Make sure you are properly protected
  • Take the stress out of finding the right cover
  • Work with leading specialist insurance providers to find the most suitable package
  • Specialise in commercial, home and life insurance
  • We provide specialist advice to protect the continuity of your business incorporating Keyperson Cover, Shareholder Protection and Corporate Borrowing cover.

Pension

Peace of mind with Peritus Corporate Finance

Planning your finances for retirement is vital, and our specialist team at Peritus Corporate Finance can help.

We can prepare a bespoke financial plan to incorporate and streamline existing pensions, or advise on setting up a new pension scheme.

What we do:

  • Provide a complete pension planning service
  • Develop a bespoke strategy to yield the best return based on your circumstances
  • Offer clear, sound and sensible advice to help take the financial stress out of retirement
  • The value of your investment can go down as well as up and you may not get back the full amount invested

Wealth Management

Peace of mind with Peritus Corporate Finance

Wealth management is about protecting, preserving and increasing your assets – and we can help. Our specialist team will tailor an investment strategy to your individual needs to help protect your wealth.

What we do:

  • Advise you on protecting your wealth against potential threats of tax erosion
  • Advise you on protecting your wealth against the effects of inflation
  • Offer advice on investment risk
  • Develop a bespoke wealth preservation plan for you to minimise your tax liability
  • The FCA does not regulate taxation advice.

 What we don’t do:

  • Look into a crystal ball – please note, we advise you using information based on our current understanding of tax legislation and regulations, which can be subject to change

We’d love to hear from you!

Send us a message today and our team of friendly, financial advisers will help you find the most suitable financial option to suit your current circumstances and needs.

or call us on: 0203 745 5892

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Back to Peritus Group (UK)

Peritus Corporate Finance Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Registration number 659343.

Registered in: England and Wales Reg No. 03490834 The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk