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 Gordon Dadds 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.