How we work
Everything we do is based around your needs, so it is important we keep in regular communication to ensure we can always match our services to your changing requirements. A good pension scheme will serve for very many years and our aim is to provide the level of highest ongoing service.
We are fee-based and either charge out the time we spend working for you or charge a fixed fee where agreed.
Who we work with
Our client base is drawn from across the UK and comprises high net worth individuals and family owned businesses. Most have been with us for many years, and many are drawing pensions from the funds accumulated.
In the world of constantly changing legislation we are dedicated to keeping our clients and their funds in line with current trends whilst preserving, where possible, the best of the old.