We’ve grown from a small independent financial advisory firm to a substantial well-respected and growing business with 35 staff. Our main office is in Stevenage, and we work with clients in Hertfordshire, Bedfordshire, Buckinghamshire, Cambridgeshire, London and beyond.
For many years, we have provided local companies with employee benefits solutions for their employees and in-depth financial advice and planning services for individuals that take full account of their needs and financial goals.
We offer an attentive and comprehensive service. Our many satisfied clients tell us that they appreciate the time we take to get to know them fully and the way in which we help them establish what they want their wealth to achieve for them. They also tell us that we’re knowledgeable, approachable, avoid jargon, use plain English and are always on hand to help ensure their financial plans remain on track.
Your employee benefits portal can be accessed from your pc, laptop, tablet or smartphone, 24/7. You can log in to find explanatory details of all the benefits that are offered to you, with links to specific resources.
The website serves as a helpful, detailed resource that gives you the opportunity to gather important information about the benefits you currently receive, as well as those that you might wish to take up in the future.
The portal also provides access to a knowledge centre, providing access to a wealth of financial information, including news updates and commentary on everything from tips on saving tax to the content of the Chancellor’s Budget speech. You can browse articles and read up-to-date research on a wide range of topics, all designed to provide advice and insight into the practical aspects of managing your financial affairs.
This is a really valuable method for you to gain knowledge of a wide range of subjects whilst also having access to useful resources, such as will-writing, at favourable rates.