We specialise in all aspects of employee benefits strategy, business protection and succession planning. We see the whole picture, so every aspect of our financial advice drives towards our corporate clients' goals.
We’re fiercely proud of our independent status. It allows us to recommend products from across the market giving our clients greater choice, so our advice is truly independent and always in the best interest of our clients.
We are trusted advisers with a strong reputation. The majority of our corporate business is referred to us through third parties including general insurance brokers, accountancy practices and pension lawyers.
Benefit from our private client experts
Where employees are interested in personal financial advice we can also support them directly through our private client advisers.
Our nationwide network of over 20 corporate advisers is supported by a team of qualified paraplanners, central services and administrators based in seven offices across the UK.