We are independently owned and managed, and stand out from our competitors because of:
Experience: We only employ high quality experienced pensions professionals
Our key individuals have all previously worked for the more recognised firms with a high number of years of combined service between them. This experience is passed on to all of our clients, whether trustee, corporate or individual. Moreover, our unique set up allows us to do this both more quickly and more cost effectively.
Personal service: We like to get to know our clients so that we can tailor our service to suit their needs
We recognise the importance of the client / consultant relationship. We want our clients to feel that they can contact any of our people on whatever issue they want, whenever they want. Any relationship will be proactive on our part and our clients will never be left ‘in the dark’. We have a very low turnover of staff, meaning clients can be assured that they will almost always deal with people they know.
Flexibility: We are completely independent
… and as such can be totally flexible in our approach. We can therefore adapt our style, fee structure, and advice to our clients’ specific needs.
Certainty of cost: We operate a fixed fee structure where our clients want it
… which genuinely means fixed with no added extras. Again, our independence allows us to drive our own pricing model, in which we take great pride, and we can be as flexible as our clients wish over pricing.
Specialisation: We have specialists with national profiles
In addition to more traditional trustee and corporate work, we have specialists in merger and acquisition work and in distressed situations.