Our services

OUR SERVICES

For Businesses


With many years of experience dealing with both small and large businesses (including FTSE100 and International) we are well placed to assist with most pension and employee benefits projects.

     Our services include...
  • Auto Enrolment reviews          
  • Benefit advice and broking      
  • Member communications       
  • Advice on senior staff/Director                     schemes            
  • Pension committees               
  • Provider selection/monitoring 
  • Death in Service schemes      
  • Private Medical Insurance      
  • Winding up legacy schemes   

For Individuals and families

We offer a full Financial Advice service to individuals and families as well as company sponsored advice to senior and key employees.


     Our services include...
  • General financial advice         
  • Retirement planning         
  • Advice on Life Assurance      
  • Private Medical Plans              
  • Understanding Old pensions  
  • Annual financial reviews 
  • Drawing benefits initial advice                     and annual reviews                    
  • Saving for retirement outside of                   pensions (ISA's etc.)    

For Trustees


We offer a range of services to Trustees and members of both Defined Benefit and Defined Contribution Pension Schemes.
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     Our services include...
  • Help with fee negotiations
  • Gatekeeper "extra fee" monitoring
  • Broking DIS, PHI and PMI 
  • Member communications
  • Financial education for members
  • ETV and PIE IFA support 
  • Ad-Hoc consultancy 
  • Investment consultancy 
  • Provider selection and tendering
If we don't offer the service you need, we usually know someone who does...
We offer a wide range of services to meet most of our clients' requirements, but are happy to suggest alternatives if we can't help you ourselves.

We maintain strong links with a number of professional service firms. This highly collaborative approach allows us to manage and deliver highly complex projects with experts operating in their own area of expertise whilst keeping overheads and fees as low as possible.  

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 
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