Our Services

Our Services

PLEASE FIND BELOW A LIST OF SERVICES WE PROVIDE AND A BRIEF INTRODUCTION TO EACH FINANCIAL PRODUCT AREA. OUR HIGHLY EXPERIENCED TEAM OF FINANCIAL ADVISERS WOULD BE HAPPY TO DISCUSS YOUR REQUIREMENTS SO PLEASE DO CONTACT US FOR AN INFORMAL DISCUSSION TO SEE HOW WE MIGHT BE ABLE TO HELP YOU.

Auto Enrolment
(Workplace Pensions)

Employers must automatically enrol their workers into a workplace pension scheme and make contributions. This is commonly referred to as “auto-enrolment”.

Re enrolment and re declaration is required every three years.

BriggsFiscal offer a personalised face to face project management service for the installation and ongoing maintenance of auto enrolment. We can help you choose or review a pension provider, advise on postponement, liaise with your payroll service to assess the workforce and produce contribution schedules. We can supervise statutory staff communications, record keeping, opt-ins and opt-outs and arrange the triennial Declaration of Compliance.

We can offer seminars for your employees to explain the benefits of the scheme and the wider implications for their long-term financial wellbeing.

extreme extreme

AUTO ENROLMENT IS NOT REGULATED BY THE FCA

Group Risk

Employee benefits form an essential part of reward packages.  Whilst Pensions remain the most valued benefit, Life, Health & Dental Insurance can all be offered and support both staff recruitment and retention.  Income protection provides security to both employer and employee and should be considered for the larger workforces.

We have arranged these group insurance products for corporate clients both large and small and encourage you to ask us about the various options.

Savings & Investments

When someone talks about savings and saving money, they could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, for example, deposit accounts or term bonds.

Investing is what you can do with the savings you have created - if you are looking to generate a return on your money that is greater than what is already available to you through your savings instruments.

extreme extreme

THE VALUE OF INVESTMENTS AND THE INCOME THEY PRODUCE CAN FALL AS WELL AS RISE. YOU MAY GET BACK LESS THAN YOU INVESTED.

ADVICE ON CASH ON DEPOSITS IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Mortgages

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements?

We are not tied to any particular lender, which means that we have the ability to act on your behalf in order to establish the most appropriate mortgage solution for you.

extreme extreme

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.

It can provide the reassurance of financial protection for you, your family, and your business associates.

A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies. The money is intended to pay off any outstanding debts and support your dependants financially by providing them with a further lump sum or a regular income if you die.

Please be aware that this type of assurance is based on an assessment of the health of the applicant.

extreme extreme

THE PLAN WILL HAVE NO CASH IN VALUE AT ANY TIME AND WILL CEASE AT THE END OF THE TERM. IF PREMIUMS ARE NOT MAINTAINED, THEN COVER WILL LAPSE.

icon icon
icon icon
icon icon

3 Berry Hill, Stanmore, Middlesex , HA7 4NY

Send us an email to [email protected]