Welcome to Smarter Plan -

 These events are organised in partnership with industry experts to deliver the most important information for small businesses in the most efficient way. along with an opportunity to network with the small business community 

Subjects include:

Personal Pensions

Company Pensions

Wealth Management

Business Insurance

Private Health Insurance

Life Insurance

Payroll services

HR Services

Accounting and Tax Planning.

Succession Planning

To register for updates on events and workshops. Please click the link below 

Our training courses are designed to meet the needs of our clients. 

Currently delivering essential Health and Safety courses, our team can deliver a unique training package utilising amazing training venues to make our courses more exciting than anything they have done before.  The training package allows multiple certificates to be gained within a week long training course. 

The new Employment Rights Act 2026 will give employees more rights than ever before, Employers will need to prove they have provided suitable training and inductions to the employees before they could be dismissed. Our Induction packages can deliver these on behalf of the employer, massively reducing the risk to the company. whilst getting employees productive as quickly as possible.  

Our Philosophy is simple, everything we do is Win Win for our clients. We specialise in working with tradesman and construction industry companies that require help to grow profitably and sustainably. 

We can help:  

· Business strategy and planning

· Operational improvement

· Growth and performance support

· Staff and management, training and mentoring

Our focus is on creating customised strategies that align with each client’s unique goals, challenges and opportunities. We work collaboratively to deliver practical solutions that improve performance, strengthen operations and support long-term growth..