Intelligently agile

We work with employers and their employees, private clients, pension schemes, trustees, , professional advisers, insurers and charities to provide expertise in wealth management, pensions consulting, employee benefits, financial planning, and data analytics.


Corporate clients

We help employers, pension schemes and trustees get to grips with governance, investment, administration, communications and employee benefits. Our clients are nationwide and range from SMEs to large well known organisations.


Individual clients

We provide personalised investment and financial planning advice to a wide range of individual clients, who rely on us to protect and manage their private finances.


Scheme members

Pension scheme members rely on us for guidance and assistance with their workplace and defined benefit savings.



Across 11 UK locations that help support and advise our clients on our full range of financial services.