Professional partners

We work with clients of our professional partners to help provide a joined-up service. We assist individuals, businesses and charities.
Our services for individuals

If you have clients that require expert financial planning, we can help.

Whether it is to assist with wealth management, a divorce settlement, mitigating a tax liability, reviewing the position of an estate, or simply aligning the right solutions to meet their financial objectives, our team are here to advise.

We will work with you and the client to implement a financial plan that meets their individual circumstances, aspirations and financial goals.

Balancing a budget and the needs of the workforce can be difficult, but our team work with employers to ensure they deliver employee benefits their team value and engage with.
Our areas of advice include workplace pensions and insured benefits, as well as financial education and wellbeing support for employees.

We are happy to help your business clients, should they require assistance with their employee benefits.

Our services for businesses
Our services for charities

Recruitment and retention is an ongoing challenge for the charity and not-for-profit sector. Our team work with trustees and decision makers to ensure they provide employee benefits that help to attract and retain employees.

As an NCVO Trusted Supplier, we understand the challenges charities face and work with them to meet their objectives. We can help charities review and setup workplace pensions, implement suitable insured benefits, as well as provide financial education and wellbeing support for their team.

We can also provide independent advice and planning on charitable investments.

If any of your charity clients require support, do put them in touch.

How do we do it?

Our processes ensure we maintain the highest standards and continue to deliver suitable outcomes for our clients.