Primary Industry
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IndustryFinancial Services
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Size51-200 employees
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Company TypePrivately Held
We are focused on providing affordable advice to consumers through the workplace . We have created a unique process – Who am I – which takes the consumer through a process so they can ultimately make an informed decision.
We are Pension Gold Standard and have interacted with over 100,000 clients since inception resulting in over 35,000 personal recommendations .
Primarily we work directly through corporate schemes focusing individual advice to DB members and now are working with other IFA firms to offer our specialist knowledge to their DB clients.
In late 2022 we have been fortunate enough to be recognised as The Best Retirement Advisory firm in the UK from Pan Finance.
