Our Services

Personal financial planning

Would you like to discover more about how you can grow, manage and protect your money? Choose a service below.

Employee benefits & wellbeing

Are you seeking help for your company's employee benefits, wellbeing or specialist HR and legal services? Choose a service below.

Corporate services

We operate companies focused on trustee consultancy and investment research, as well as data analytics and new ventures in defined benefit pension management, legal and insurance sectors.

How we help

Our range of companies and services has developed alongside the needs of our clients, the changing regulatory landscape and also the wider trends we see across society. When we identify opportunities to add value, we work with our clients to develop services that will deliver their goals.

Times have changed, but our vision and principles have remained the same.

 

Our businesses

Learn more about our various companies and specialist services

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