- What we offer
- Financial guidance & regulated advice
Financial guidance & regulated advice
We believe that high-quality financial advice should be available to the many, not just the few. That’s why our advice services are designed to be inclusive, accessible, and adaptable to the unique needs of every employee.
Whether someone is building credit, planning for retirement, or navigating tax and estate decisions, our advisers meet them with empathy, clarity, and practical support.
What we offer
Regulated advice (FCA-authorised)
- Pensions (DC, DB, consolidations, drawdown)
- Investments (ISAs, GIAs, risk profiling)
- Protection (life insurance, income protection, critical illness)
- Retirement planning and decumulation strategies
Guidance services
Not everyone needs full advice but everyone deserves clarity.
We offer:
- Signposting and helplines
- Interactive tools and education
- Employer-branded support journeys
LifeStage subscriptions
Affordable access to guided financial journeys, tailored to:
- Early career (budgeting, debt, building savings)
- Mid-life (family planning, mortgages, investing)
- Later life (retirement, social care, estate planning)
Executive financial planning
For senior leaders, we offer high-touch, holistic advice:
- Asset and tax optimisation
- Equity event planning
- Retirement and succession strategies
- No additional charge is made for guidance
Specialist support areas
We also provide deep expertise in:
- ExPat and international repatriation
- Trust and estate planning
- Share scheme and options advice
- Mortgages (additional services under development)
- International advice (additional services under development)
- MoneyCare — support for vulnerable employees (additional services under development)
Other core service areas
Technology platform
One destination for every employee to manage their finances with clarity and control.
Strategic benefits & pension consulting
Evaluate, evolve, and future-proof your people strategy.
Need help deciding where to start?
We’ll help you build a tailored roadmap that fits your workforce and your ambitions.
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