Our Services
Here at Audley Wealth we have 3 core services offering a large range of solutions to our valued clients. We also advise on a number of ancillary services which include employee benefits and life/health benefits
Protection
We are all familiar with the adage âthat sort of thing never happens to me, it always happens to someone elseâ?
What about when that âsomeone elseâ becomes you? Audley have a range of protection products for business and personal matters. We search the market and implement the most appropriate and cost-effective solution for our clients, helping protect everything thatâs important to them should the worst unfortunately occur.â
Audley can help you ensure that your dependents are provided for to carry on with life, no matter what happens.
The need to have sufficient protection in place, whether life cover, income protection or critical illness, cannot be over-stated. Often regarded as one of the primary focal points when looking after our clientsâ financial affairs, we are able to help determine required levels of cover to meet personal and dependantsâ needs and advise on the most suitable means of satisfying them.
From a corporate perspective, we can help determine what requirements you may have in ensuring the continued survival of your companies by insuring key individuals and/or shareholders in the business.
- Life Cover
- Critical Illness Cover
- Permanent Health Insurance
- Private Medical Insurance
- Shareholder Protection
- Keyperson Cover
Employee Benefits
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If you are responsible for the employee benefits of your company, then you probably already know that treating people well at work can generate a sense of well-being and goodwill by spending money on benefits for the staff. Itâs difficult to estimate the actual value of a happy corporate culture but impossible to ignore too. There can be no doubt that a good benefits package improves employee engagement, which in turn improves the companyâs bottom line.
We are not a product-based company promoting a âone-size fits allâ solution. Rather, we advise on how best to create a bespoke benefits package that meets both the needs of the employer and the employee. Our philosophy is to offer you a great quality service at a great price, whilst still creating solutions that meet your unique objectives.
Look at your direct competition. What are they offering? Are your schemes current? When was the last time these were reviewed? Show your employees that they are valued, your business canât run without them.â
We advise on, implement and provide an ongoing administration service for all types of employee benefit schemes. We also provide a free review of existing schemes, whether corporate or group personal pension schemes, death- in-service (group life) schemes, keyperson or shareholder protection, income protection, critical illness schemes or private medical/dental insurance.
We deliver expert consultancy advice and solutions that satisfy the legal requirements on pension accounts to help avoid potential HMRC fines for non-compliance. We can also advise on the closure of defined benefit/defined contribution company schemes in favour of group personal pensions.
In conjunction with the above, we provide a bespoke flexible benefits package to corporate clients which offers access to different tiers of services in what is becoming a key area in staff retention. This incorporates services ranging from staff discount schemes, to fully bespoke and flexible employee benefits packages.
We pride ourselves on our ability to clearly identify your goals and objectives and then present solutions to meet your individual needs and budgets.
- Workplace Pensions
- Director Pensions
- Death in Service
- Flexible Benefits
- Group Private Medical Insurance
- Group Critical Illness Coverâ
- Group Permanent Health Insuranc
- Keyperson Cover
- Shareholder Protection
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