Client Area

Business Owner

Business services

Ablestoke can offer several benefits to SME businesses looking for robust financial planning and investment services, both for the business owners/directors and their staff.

Providing employee benefits is one of the most effective ways for organisations to attract, motivate, and retain talent. A strong benefits package also shows employees that they are valued beyond just their salary.
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Business Owner Benefits

An Ablestoke adviser can offer several benefits to businesses looking for robust financial planning and investment service. 
Here are the key benefits:

Pensions auto-enrolment solutions

Ablestoke can help business owners with auto-enrolment solutions:
Setting up or reviewing Auto-Enrolment compliant pensions
Comms to management and staff
Download
Guide to Auto Enrolment

Retirement and Pension Planning for Directors & Staff

They specialise in designing and managing:
Executive pension schemes
Group personal pensions
Auto-enrolment solutions
Director’s pensions (with tax efficiency in mind)
These services help retain talent and ensure compliance with UK pension legislation.

Investment
Services

Through Quilter’s investment platform and discretionary fund management services, Ablestoke advisers can:
Tailor corporate investment portfolios
Manage surplus capital
Help businesses make informed investment decisions aligned with risk appetite

Business Protection Solutions

Safeguarding your business against risks such as death or critical illness of key personnel:
Key person insurance
Shareholder or partnership protection
Relevant life plans (tax-efficient life cover for directors)
These solutions are essential for business continuity and succession planning.

Regulatory Compliance & Risk Management

Their insights help ensure you remain compliant with:
Financial Conduct Authority (FCA) guidelines
HMRC tax laws (especially around employee benefits and pensions)

Access to a Wide Range of Products

Through Quilter, Ablestoke can offer multi-platform, multi-product solutions.
Financial protection products
Wealth and retirement planning tools
This provides flexibility in tailoring services to your business needs.

In Summary

An Ablestoke adviser brings professional financial insight tailored to businesses - particularly SMEs, entrepreneurs, and owner-managed firms. The combination of strategic advice, regulatory knowledge, and investment expertise can help drive business stability, growth, and long-term value.
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Employee Benefits Packages

Typical benefits provided by employers

Workplace Pension

Private Medical Insurance

Group Life Cover

Group Life Income Protection

Group Critical Illness

Keyman Insurance

Relevant Life Trusts

Shareholder Protection

Executive / Manager Advice

Tax Advice

Pension Contribution Advice

Employee Communications

Workplace Financial Education

The UK government offers a tax exemption of up to £500 per tax year for pension advice arranged by an employer. This means that the employer can pay for up-to £500 of personalised pension advice for the employee or director, and write the full cost through the company with no benefit in kind tax for the recipient.

These services can enhance your company’s value proposition as an employer.
Download our Workplace Benefits Brochure

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Ablestoke is a trading style of Ablestoke Financial Planning LLP, an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered Address

Admirals Offices Main Gate Road,

The Historic Dockyard,

Chatham, Kent,

ME4 4TZ
Registered in England and Wales
Disclaimer: Some employee benefits & auto enrolment are not regulated by the Financial Conduct Authority’
Registered in England and Wales. Registered number: OC367708
Disclaimers: 
Some employee benefits, cash on deposit advice, auto enrolment, tax planning, inheritance tax planning, will writing, powers of attorney, trusts & estate planning are not regulated by the Financial Conduct Authority Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK