We offer the full range of pension services to both trustees and employers in addition to providing Independent Financial Education. We have offices in Basingstoke, Leeds, Manchester, Peterborough and Tonbridge.

Our values

We are pragmatic, pro-active, professional, plain-speaking and personable.

Our approach to Independent Financial Education

We are committed to helping people get the most from their personal finances. This covers pensions and other work based benefits together with their wider savings and home finances. The first step of this is always to engage. Only when first engaged will you be ready to learn. So education follows engagement. Once you are engaged and educated, you are ready to do it yourself, to take action. You will be empowered.

Because engagement is the starting point, we place an emphasis on face to face workshops, which form the centre of our independent financial education services. However, face to face alone will not be enough to engage, educate and empower, and so we build other ways to engage and educate using printed materials, models and websites such as this one.

Ultimately, we want you to feel confident and able to make the right financial decisions for you.

Disclaimer

We are not Independent Financial Advisors (IFAs) and nothing on this website should be construed as independent financial advice. If you feel you would benefit from speaking to an IFA about your personal circumstances, you can find more information here.