Click on the links below for information on the Wealth and Security's Programme for business or here to view the benefits for Individuals.

If would like us to call you to find out mor detail on this programme, please call us on 01273 407500 or email us on enquiries@herbertscott.co.uk.

Q1: Key benefits at a glance

Q2: What exactly is it?

Q3: Why do I need to join?

Q4: What’s in it for me?

Q5: What does it cost?

Q6: Is the membership subscription a tax deductible expense?

Q7: Are there any additional benefits for our company directors or partners?

Q8: Are there any additional benefits for our company directors or partners?

Q1: Key benefits at a glance

• Improve your bottom line with expert financial management
• A bespoke service that’s designed to meet the needs of your business
• Saves you time and allows you to focus on growing your business
• Your membership subscription maybe a tax deductible expense
• Focused on achieving a quick return on your investment
• Complimentary Gold Level service for your company directors or partners

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Q2: What exactly is it?

Most businesses know that effective financial management can have a significant impact on their
bottom line. It’s all a question of knowing where to turn for help.

The Wealth & Security Programme is designed to help you take control of your company’s financial future. It’s an ongoing, dedicated service that can help you achieve your goals.

Our philosophy is to give each of our corporate clients a bespoke service. We know people prefer solutions tailored for their own needs, rather than mass-market products. The ‘one size fits all’ approach offered by many banks and insurance companies is increasingly out of date.

In contrast the Wealth & Security Programme is all about you and your business.

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Q3: Why do I need to join?

Quite simply, time is money. Most people want to focus on the development of their business and are happy to outsource specialist areas of business support. Financial management definitely falls into that category.

After all, careful management of corporate risk, tax planning and employee benefits is time consuming and takes real expertise.

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Q4: What’s in it for me?

Membership of the Wealth & Security Programme can bring a number of benefits, including:

• Minimise your tax burden. Arrange valuable employee benefits, which will help you recruit and retain key staff
• Receive information about your business in clear, user friendly reports
• Access to administrative telephone support and service, with your issues and queries handled by someone who knows your business
• Bespoke reporting and liason with your Professional Advisers, such as your Accountant and Solicitor, giving you ‘joined up’ financial planning and reducing costs
• Bi annual review meetings with your Directors, payroll and human resource departments

What’s more, you’ll have direct telephone access to your Financial Manager, so your questions can be dealt with quickly and easily.

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Q5: What does it cost?

We design and cost a unique package for each of our corporate clients. This is payable as a fixed annual fee, so there are no hidden extras or hourly rates worry about.

If you choose to pay your annual membership in advance, then you will typically receive a month’s service for free compared to paying by monthly direct debit.

Of course, when joining the Wealth & Security Programme you’ll be looking for a strong return on
your investment. By helping you manage your employee benefits, while finding you lower premiums and improving your tax planning, we can make you immediately better off.

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Q6: Is the membership subscription a tax deductible expense?

Your membership subscription may be an allowable business expense for Corporation Tax purposes. You should verify this with your accountant

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Q7: Are there any additional benefits for our company directors or partners?

As well as our Business Level service, the Wealth & Security Programme is also available to personal clients. Directors or partners receive complimentary membership to our Gold level personal service.

The Gold level is designed specifically for people with complex financial affairs. As a consequence, members of this Programme can have a review with their Financial Manager twice a year.

We’ll also liaise with your director’s professional advisers, such as their Accountant, Solicitor or Stockbroker. This will save them time, keep overall costs down and help ensure that everyone is pulling in the same direction for their benefit.

For more information about the Gold Level service, please call 01273 407 500

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Q8: How are your services regulated?

Herbert Scott Financial Management Limited provides the Wealth and Security Programme, manages client relationships and brings control, direction and purpose to your financial planning.

If regulated advice is required or, as a part of your overall financial planning, you choose to effect new financial plans such as protection policies, pension plans or investments, then this will be provided by Herbert Scott IFA Limited who are Independent Financial Advisers and who are authorised and regulated by the Financial Services Authority.

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For more information, please call 01273 407 500

Note: If regulated advice is required or, as a part of your overall financial planning, you choose to effect new financial plans such as protection policies, pension plans or investments, then this will be provided by Herbert Scott IFA Limited who are Independent Financial Advisers and who are authorised and regulated by the Financial Services Authority.