We are one of the UK’s leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration, and advice in excess of £7.8 billion.
With offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, Preston and Solihull, we can offer a high-quality service to clients nationwide who are looking for an experienced and reliable wealth or employee benefits manager in the financial services industry.
By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery.
We provide integrated services for individuals by embracing pension consultancy with a strong specialism in self-invested personal pension schemes (SIPPs) and small self-administered pension schemes (SSASs), personal investment, and estate planning. For corporate clients, we provide a comprehensive range of fantastic employee benefits services.
Find out more on our new website.