What Do We Do at Libra?
We work with you to create a plan that fits with your company ethos and objectives, both short and long term. This is complimented with regular meetings to ensure the plan stays on track and allows changes to be made as your business grows.
After analysing your specific risks in depth (occupational risk, country risk, health risk etc) we look to find an insurer/s that would be able to incorporate protection against some or all of the identified risks. For example, in some countries where hygiene in hospitals is suspect, the addition of an emergency blood bank benefit is greatly appreciated.
The key areas of the plan are:
- Setting your objectives
- Prioritising your company’s needs in line with your budget
- Recommending products that deliver the best value for money
- Ensuring the plan is financially sustainable over time
Why does your business need financial advice from Libra?
While it can be very rewarding, it’s hard work running a business whether it’s a start-up or an established company.
It’s even harder when you need to attract the best people in a global market or operating in a dangerous country.
- You need to make sure your international corporate employment packages are competitive, and in line with market offering
- Putting the right employee benefit package in place can attract and retain the best candidates who can drive your company forward.
- Many expatriate staff now expect many of the following benefits; A good death in service life insurance policy, personal accident and dismemberment policy, international health, dental and travel insurance, critical illness, a corporate pension plan, income protection and in some countries, a kidnap and ransom group plan.
- Financial Advisers often deal with other experts such as accountants and lawyers meaning you can access a wide range of professional services in one place.
How We Work.
We Consult, Review & Recommend, Implement and Support.
Consult
- Initial meeting with one of our qualified financial planners
- A chance to ask questions and understand what we do
- Opportunity for us to find out what help you require
- Discuss the options available to you from our menu of services
- Information about our charges
Review & Recommend
- Gathering of information about your company and its objectives
- Understanding the main risks in meeting your objectives and what products can help minimise those risks
- Assessment and suitability of any existing insurance product
- Preparation of our recommendations to you
- Arranging a second appointment to explain and discuss our recommendations in detail.
Implement
- Handling of all plan administration on your behalf
- Regular updates to keep you informed of progress
- Ensure all your documents are issued in line with your expectations
- Provide confirmation of all actions taken on your behalf in writing
Support
- Structured reviews to give you peace of mind
- Assessment of your company’s current circumstances and any changes to your plans that are needed
- Regular updates and information regarding your holdings
- A choice of differing levels of support depending on your needs
- Ongoing support with correspondence and administration issues
Fees
We do not charge a fee for our insurance and protection services as we will normally receive commission from the policy provider.
Libra Financial Management are Independent Financial Advisers, based in London, UK. Professionally trained to recommend the most suitable products for both Corporate and Individual clients in the UK. Regulated by the Financial Conduct Authority.
Registered in England and Wales Company No. 7062789.
FCA Firm Number: 513236.
Contact Us
-
Libra Financial Management
3 Rosemont Road, London NW3 6NG. - 44 (0) 208 903 9955 / 6655
- enquiries@libra.financial
- Mon - Fri : 9:00 - 17:00