Business & Introducers

We offer a broad range of services to small and medium sized businesses, from start-ups to established companies, as well as partnerships and the self employed.

This includes the ways in which profits and business continuity can be protected on illness or death, and extends through to employee benefits packages covering income protection, private medical insurance, and death-in-service.  Our business service can also incorporate financial planning for directors and employees and corporate investments.

We have developed a wealth of expertise in the group personal pensions market, which enables us to offer employers bespoke advice in a highly complex area.  This will be particularly important in helping businesses to understand the implications of meeting their obligations under the government’s workplace pension reforms.

WHY US

We believe the following reasons help to explain why our clients choose to work with us rather than our competitors.

PROVEN SUCCESS

We are proud that the vast majority of our business comes from recommendations by existing clients and professional connections.

PERSONALISED SERVICE

We invest time in establishing strong client relationships built on trust, integrity and value. Whenever you need us we are always available.

TRULY INDEPENDENT ADVICE

We are not tied to any investment companies or product providers, and so we are able to remain completely objective and impartial in determining the most appropriate solution for you.

FLEXIBLE FEE STRUCTURE

Our costs can be collected by way of a fee or commission or a combination of the two and the decision is left completely up to you.