We administer over 10,000 clients and hold £9.4 billion of assets. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team. Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.
