Wealth Managers, Financial Advisers and Employee Benefit Consultants. We are Investor In People accredited, and provide a high level of service to our customers.
Customers range from wealthy individuals through to Companies & Trusts. We have a high degree of expertise on the large and more complex financial advice work; this includes Pensions & Divorce, Investment advice, Trusts, Self Invested Pension Schemes and Offshore Investments & Benefit Schemes.
We have a specialist team advising HR Professionals on Employee Benefits and Pensions Workplace Reform in particular.
Specialties
Wealth Managers, Employee Benefits, Pension & Divorce, Mortgage Finance