Your Organisation

We provide expert and impartial advice for your organisation and your employees.

Our Services include:

Employee Financial Wellness Programme
From our experience, we identified an overwhelming need for employee financial education.  People often seek financial planning guidance too late in their lives. As a result, we have designed a fee based financial education programme, which looks to educate employees in their own workplaces, on all elements of their finances. This benefit is highly valued and appreciated by employees and sets your organisation apart.

Executive Financial Planning

We find that Executives can sometimes be the least prepared for their personal financial future due to their challenging roles and limited time availability. We provide a comprehensive Financial Planning programme for Senior Employees and Executives that takes into account these challenges and delivers a best in class service.

Group Scheme Management

Our Group Scheme Management Service includes Group Pensions, Life Assurance &  Death In Service Benefits for Employees.

Contact us today!

Our Friendly, Impartial and Independent team are here to answer your questions. 

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