Our Approach

providing a service that gives you
peace of mind really matters

Our Approach to Employee Benefits

How we help find the right solution for you

Ensuring your employee benefits are just that – a benefit – is vitally important. Our structured six-step approach, combined with our extensive experience, enables us to achieve this for you, whilst also making sure the solution we create is cost effective.

CONSULTATION &
AUDIT

OUR FINDINGS &
RECOMMENDATIONS AND
YOUR AGREEMENT FOR
US TO PROCEED

IMPLEMENTATION &
ROLLOUT

ENGAGING
EMPLOYEES

KEEPING YOU ON
TRACK AS THINGS
CHANGE

ONGOING
SUPPORT

WK Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 526955.
WK Financial Planning Limited registered office is: Churchill House, 59 Lichfield Street, Walsall, England, WS4 2BX. Company registration number is 07146887 ENGLAND.
The FCA does not regulate tax advice.
The advice and/or guidance contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK

Our Approach

Our Approach to Employee Benefits

How we help find the right solution for you

CONSULTATION &AUDIT

OUR FINDINGS &RECOMMENDATIONS AND YOUR AGREEMENT FORUS TO PROCEED

IMPLEMENTATION & ROLLOUT

ENGAGING EMPLOYEES

KEEPING YOU ONTRACK AS THINGSCHANGE