HCC Deal - Pension & Financial Planning

Updated: May 26


Planning for your future is important. Whether you have a personal requirement, or the need to implement a plan for your team, Davidson Asset Management can help.


DAM specialises in the provision of bespoke Group Pension plans and financial planning for Hospitality businesses.

Based in Glasgow, London and Manchester, DAM have worked with some of the biggest names in the hospitality and leisure sector for over 15 years to build reward programmes that recruit, retain and build the best teams in the industry.


As a smaller benefits adviser, they operate an a much more efficient model than those used by larger advisers and, as such, can often afford to charge lower fees. Their more cost-effective model could not only save your business money but can also deliver a more personal and reliable service.



HCC Market Guidance:

This exclusive HCC Member deal is specifically suited for independent hotels and offers bespoke Group pension plans, group protection, mortgage advice and financial wellbeing support for a range of groups of employees. It gives the opportunity to support and demonstrate team value at a realistic cost. They can also help to review, analyse and consolidate individual pension plans in order to more effectively plan for your future.


Preferential Offer

  • FREE Zoom Consultation & Review

  • Personal dedicated account advisor

  • Low-fee services designed for hospitality operators

  • A selection of preferred priced pension funds with providers such as Aviva and Aegon


Service Standards

You can expect the following service standards from this deal:

  • Highly Personalised service

  • Specialist Hospitality industry advisors

  • Long-term relationship approach



Restrictions

  • Exclusive to HCC Members only

  • Current offer valid until December 31st 2021.


Deal Code:

Quote Deal Code HCC298 to access this exclusive HCC deal.


Contact Details:

Email: Kevin@damgoodpensions.com or call 07494 259379



Don't forget to quote the HCC deal code to get your deal applied.