Delivering great outcomes for our clients is our passion. As a national business with offices across the UK, we have worked hard throughout our nearly 30-year history to build long-term relationships with our clients by providing trusted advice, high service standards and personalised delivery, something reflected in our strong client retention.
For our wealth management clients, we provide an integrated approach to combining financial planning with investment and asset management, embracing pension consultancy, tailored investment solutions and property.
For our corporate clients, we provide a fully comprehensive and flexible range of employee benefits, complemented by a focus on financial education and wellbeing in the workplace.
We are one of the UK's leading providers of wealth management and employee benefits services, advising more than 10,000 clients with assets under management, administration and advice over £8.7 billion.
For more information, or to arrange a meeting to discuss your wealth management strategy, email [email protected] – initial meetings are held at our expense and on a without-obligation basis.
We look forward to working with you!