A short introduction can’t do justice to what we’re about as a business. What do we stand for? How would it feel to place your trust in us?
But here goes…
We’re a team of 65 and as you’d expect, we know our stuff. We’re a healthy blend of years of experience and young talent too. We’re a group of individuals from different backgrounds, with different interests, different passions and different goals and ambitions. Some of us like football, some of us like rugby, some of us like working out at the gym (others don’t), some of us like going to the theatre, listening to music or spending time with family and friends.
In fact, we’re probably just like you.
And that means we can do a great job for you. We’ll take the time to find out what you’d like to achieve and what financial security means to you. We will try to understand you. We’ll get excited about helping you to fulfil your goals and ambitions.
What’s more, as a business of our size, we’re able to deliver even more. We’ll get to know you on a personal level but we can also bring you the benefits of increased buying power, breadth of knowledge, access to investment expertise and leading edge technology. Managing a pension scheme for 300+ employees is no problem. But it’s advice for individuals and families that matters most. It’s what we do every day.
You’ll get the skills and expertise of your own personal consultant and the back-up of another 60 people. Our directors focus solely on continually developing a great client experience. We do not stand still. Together, we focus on delivering a compelling proposition, developed over the 20 years we’ve been helping clients make sound financial decisions.
At the heart of it, we’re a group of individuals coming together to help you build a plan for your financial freedom.