We naturally help the people who work in our client companies and can also help private individuals who are not members of a sponsored employer scheme.

Our services for individuals include:

·          Pension planning

We provide comprehensive services to help you plan your retirement money. Our pension services include reviewing past/accrued benefits as well as assisting with pension forecasting to help you retire on the benefits you want!

·          Personal protection

We can provide advice and practical help in areas such as Income Protection or Critical Illness insurance to protect you and your income

·          Family Protection and Life Cover

We can research all providers to seek low premiums for our clients on Term Assurance and Whole of Life Assurance.

·          Investments and Savings

We help many people with their investment planning. Whether this is simply to help you take advantage of this year’s ISA allowance, or to complete a portfolio review, we can help. Our services include assessment of a wide range of investment products, including advice on Unit and Investment Trusts.

Please contact the regional office closest to you, or call us on

0208 686 0660.