Services and products for corporate clients and business partners; from professional partnership options and specific advice to complete people solutions, including expertise in HR and Reward Consulting, Risk and Healthcare, and Pensions.

Corporate
Offering performance enhancing pension and employee benefits packages including flexible benefits, voluntary benefits and online flex.

Professional Introducers
Independent financial advice for accountancy practices and law firms.

Personal Injury
Specialist advisory services for lawyers and individual recipients of damages awards.

One size doesn’t fit all! You’re an individual and you need a financial plan that meets your needs, whether it’s advice on investment and tax management or planning school fees or retirement income.

Retirement Planning
Taking steps to ensure you achieve the retirement you want.

Savings & Investments Planning
Developing plans to build your wealth or create regular income.

Investment Valuation Service
See how your investment portfolio is performing.

Tax Efficient Planning
Using available reliefs to ensure tax doesn’t become the biggest drain on your wealth.
Tax advice is not regulated by the Financial Services Authority.

Protection Planning
Safeguarding against uncertainty, to financially protect the things you care about.Long Term Care Planning
Making provision ahead of, or at the point of need for long term care.

Mortgage Planning
Get a better deal on the biggest financial commitment you’re ever likely to make.
Your home may be repossessed if you do not keep up repayments on your mortgage.