Our services
We offer:
- Impartial, independent and balanced advice
- Exceptional expertise in our specialist areas
- Added value solutions designed to make you better off
- Flexible and transparent payment options.
We specialise in:
- Investment planning based on our “Intelligent Investment” approach designed to maximise potential returns whilst managing risk
- Retirement solutions, particularly for members of the Teachers, NHS and Universities’ pension scheme with Annual and Lifetime Allowance issues
Our client charter
We take pride in the quality of our services and are committed to providing:
- An efficient and prompt service with regular progress reports
- The best possible advice – we recommend products and services only when we believe they are suited to your needs
- Written confirmation of our advice, in plain English; we believe the best guarantee of good advice is to have it in writing
- Value for money – we want to ensure that you are better off after using our services.
