About us

Helping our clients is what it’s all about, life doesn’t stop after you retire. Let’s make the most of it.

Hard working

Leading experts

We are here for the customer, being fully regulated gives you the peace of mind that we have your best interest at heart. Our mission being to help you manage your money, no matter how big or small, we want to make sure that together your money works the hardest it can for you.

Our mission is to help each, and every customer have peace of mind over their pensions and retirement investments.

Small changes add up quickly

I believe passionately that pension advice and good investments should be accessible to everyone.

Established in October 2008 we have tried to move away from the traditional financial advice route. With our competitive charging structure and our stance on helping those who aren’t just large net worth individuals. We have over £75,000,000 under management and have helped over 7,000 people with their pensions and investments. We are a small team of experts with over 60 years of combined experience in the financial sector.

Our Client Promise

· Always try to be clear, concise and prompt. We understand that the world of pensions can be confusing so we will always speak in a language you will understand.

· We are a modern online and telephone-based company, we understand that today life gets hectic so we are smoothing things out, keeping the costs lower and arranging calls around you so there are no disruptions to your day

· No matter when you speak to us we will always do our best to answer any queries or questions you may have, we understand that pensions and investments can get complex so we always aim to explain things in simple terms. Based on a survey in 2019, 100% of customers who completed business with us were happy with our explanations of the queries they had.

· When giving you a recommendation for your defined contribution plans, we offer low-cost services, we will explain all charges and fees. Being fully regulated by the Financial Conduct Authority (FCA) helps give you peace of mind that we are looking out for your best interest. All pension advice and investment advice is covered by the Financial Services Compensation Scheme (FSCS), which protects your retirement funds from the unforeseen.

· We will always protect your data and only use it to provide our services. We do not and will not sell any client data to any other company or third party. We are fully compliant with the latest data protection rules, including GDPR.