We recognise that you have a choice when you look for a retirement planning partner. We want to be your partner. We think we're different from others - in a good way. Here's how - and why it matters to our clients.
We’re Specialists In Our Field
Retirement planning is what we do and all that we do.
Since 1998, we have been providing comprehensive advice in all areas of retirement planning – maximising the retirement funds of our clients. We have established ourselves as the leading adviser in this market and currently manage in excess of £400m for our 1,600+ active clients.
We Pioneer Retirement Planning Technology
We have pioneered the use of computer analysis to help financial retirement planning. This has enabled us to deliver a tailored computerised ‘model’ for every client which helps them to engage, visualise and understand their retirement planning strategy. Every client's unique retirement 'model' is stored and updated for review every year.
We're A Quality Team
To provide a great service we need to employ great people. We have the most talented team in the business. We're focused on quality - in what we do and how we do it. Together with our clients, we’ve won numerous awards for our work. They’re nice to get, but that’s not why we do it. We do it to get results for our clients.
We Make It Personal
Each individual client is treated as exactly that – individual. We take time to understand client's circumstances and objectives, so that they trust us to advise them on their key decisions. That is why our services are never ‘off-the-peg’, but always carefully tailored to suit each client's particular needs.