What we do

We are a small, friendly firm with a large network of legal and professional services experts at our fingertips, thanks to our being part of The Ince Group plc. We offer setup and management of SSAS, staff pensions and benefits and actuarial services to small and family businesses, as well as wealth and asset management services for individuals.

We are independent in that we have no affiliation to insurers or fund managers, which means that we can source and suggest the best options for our clients.

Perhaps most importantly, we pride ourselves on our ‘old school’ traditional service methods, in that our clients have one contact who they can contact at any time, with any question. No client of ours is ever lost in a telephone system or passed from pillar to post to find the right member of staff to answer their question. Our clients have their own dedicated, exceptionally qualified and experienced consultant, who looks after them at every step of their journey, and who will always be available and responsive.

"Friendly, succinct advice."
"I can always speak to the person I know."
"Straightforward answers to questions, and when they say they will do things, they do."
"Dependable, swift advice."
"I like that I have one contact point who deals with all my business and queries."
"So easy to deal with; answers to emails are always prompt and the information very complete and easy to understand."
"Always available."
"Very reasonable costs."
"So knowledgeable and professional."
"Knowledgeable, efficient, personable, friendly."
"Reliable, dependable, trustworthy."
"First class service, first class guidance."
"Excellent service, sound advice."
"Very efficient and cost effective."
"Quality advice, expert attention."