In partnership with the Chartered Institute of Building
Since 1969 we’ve been helping individuals and businesses across the UK lay the foundations of a successful financial future – as one of the country’s leading independent financial advisers and employee benefits consultancies. We are proud to have built a reputation for complete independence, expertise and quality service.
Individual Members
As we go through our lives and our careers, our needs and priorities change – and so too should our financial plans. Being aware of which stage of life you are at will help you anticipate your future financial needs, and give you the opportunity to position yourself better for the future.
An ounce of prevention is worth a pound of cure. Thinking even just a few years ahead could make a significant difference to your financial welfare, whether it’s a short term goal, buying a new home perhaps, or longer term, such as saving for retirement.
With expert advice on savings and investments, contingency planning for loss of income, pensions and retirement, we help individuals make sound financial planning decisions at every stage of their life.
Complete our form to book a free initial consultation to discover how we can help you.
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Company Members
Your employee benefits strategy is a vital instrument in helping strike the balance between the needs of the business and employee welfare. Yet, benefits programmes are often maligned as high cost, labour intensive and undervalued. Plus, the benefits landscape is forever changing, so too the workforce. Keeping programmes relevant, competitive and compliant, brings a host of challenges.
From benefits strategies to employee engagement and Financial Education, we’ve helped thousands of businesses get the most out of their benefits spend as well as attract and retain quality employees.
Complete our form to book a free initial consultation to discover how we can help your company.
The value of investments may go down as well as up.
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