Your future is safe in our hands

Providing superb advice coupled with a premier service. Our specialist Employee Benefits, Wealth Management and Charity Consultancy divisions are dedicated to setting new standards in service and technical innovation.

Our goal is simple: to provide clear and expert advice, to deliver product and service innovation, to invest in our people and to exceed client expectations.

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Providing clients with financial peace of mind. With over 30 years’ of experience building solid financial foundations for our clients, our experts work closely with you to devise a tailored financial portfolio.

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Helping UK charities and not-for-profit organisations to thrive. We offer a wealth of insight, experience and expert advice for trustees and executives in the charity and not-for-profit sector.

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Helping businesses determine the main drivers behind employee recruitment and retention. Providing help with benchmarking, alongside impartial guidance and insight on pensions, flexible benefits and much more.