We are here to help you and your business reach your financial goals
For more than 10 years Core Financial Services Ltd has been advising and supporting businesses across the country. Our approach is personal and bespoke. We come alongside our clients, take time to understand their business needs and share our expertise in financial management, employee benefits, insurance, investment and pension planning.
We’re upfront, open and honest in everything we do. Our one goal is to help our clients run their businesses in a more efficient, cost effective and productive way. Our team has a wealth of industry experience and stay on top of the latest legislation and industry changes so we can advise our clients on the best options for them.
Any great relationship starts with a conversation and we’d love the opportunity to speak with you personally about some of the ways we could financially strengthen you and your company for the future.
Meet Our Lovely Growing Team.
Mark Sutton CEO & Principal IFA
Joanne Town Director & Principal IFA
Tony Pearce Principal IFA
Naomi White Client Relationship Manager
Cassie Millington Corporate Pensions & Benefits Manager
Kok Heng Tee Paraplanner
Lucy Dennis PA to Directors and Executive Board
Julie Fuller Corporate Administrator
James Scott Client Relationship Assistant
Auto-enrolment affects every UK business
Roll out of the auto-enrolment legislation is already underway so you need to start planning now. The process takes at least six months of planning and with the right preparation, you can ensure the pension package you choose makes financial sense for your business and is of maximum benefit to your staff.
Your company will receive details of your staging date, which is the date when you need to have enrolled your staff into a qualifying pension scheme. If you fail to meet this deadline, The Pension’s Regulator could take severe action and fine you.
We can help you navigate your way through the options and make the right choice for your company
Get in touch today and we’ll walk you through the process, step by step.