Yorkshire Investment Group

Did you know?

During times of change, employees expect appropriate support and counselling. We can help you meet and perhaps exceed this expectation.

Employee Counselling
Most employers provide some form of advice when employees join a pension scheme, but further counselling is vital at times of uncertainty or change.

We provide specialist advice for groups or individuals in the following areas:

Retirement Counselling
Retirement seminars usually take place over one or two days and are most effective when spouses also participate. Seminars cover a variety of retirement issues, including finance, health, leisure and emotional adjustment. We can arrange your retirement counselling course at your own premises, in a local hotel or any other appropriate venue.

Redundancy Counselling
Employees facing redundancy are especially vulnerable and need particular support as they manage the challenge of financial planning, perhaps for the first time.

Mid-career Financial Planning
A small investment of time on a financial awareness course can yield long-term benefits for both employer and employee. Topics include: current investment opportunities, minimisation of personal tax liabilities, school fees planning, mortgages and retirement planning.