Helping You to
Help Your Employees
The company has grown, and the services expanded, but our approach to business remains the same. Providing access to financial advice for business owners, the self-employed, and employees is critical to long-term planning.
Financial planning reduces pressure and enhances well-being with a positive impact on the working and personal lives of you and your employees. We are appreciative of the impact, the challenges and the way in which invaluable employee benefits can bring your team together.
Our Philosophy
Passionate
We are passionate about what we do! Providing equal access to financial advice on a long-term basis with no restrictions.
This allows you to make the right decisions at the right time, protecting you, your employees and your loved ones.
Available
We are always on hand and available to chat about you, your business and your team’s financial needs.
We support you every step of the way, no matter the issue.
Relatable
We’ve been around the block a few times, and as a business, we know how hard it can be running a business and being self-employed.
We can relate to you and your situation at all times, offering you guidance when you need it.
Services for You
and Your Employees
We cater for people in both a personal and business space, incorporating and offering a number of vital services for you and your employees. We specialise in financial education, allowing individuals to understand more about their finances and how to make their money work more for them.
Our Approach
Hosting regular on-site seminars and 1-to-1 guidance, we get to know you, your business and your staff, teaching important financial tips, advice and guidance and allowing us to ensure we provide the right financial options.
Avoiding industry jargon, I prefer to keep it simple, helping with workplace pensions, financial protection and wider financial planning, including pre-retirement financial planning and securing income in later years.
Taking a long-term approach to client relations, we provide regular check-ins to review your and your team’s financial situations, taking into consideration pension performance, planning for the future and other key factors.
Why Choose Us?
We appreciate the challenges of setting up and operating a workplace pension, providing expert advice and guidance to your employees while being conscious of your financial situation.
All clients are unique, their situations very different, and each of us has our own financial goals.
Our Coverage
Based in Chorley, Lancashire, we are extremely proud of our business roots while our reach extends across the UK.
Whether looking for face-to-face meetings, on-site seminars or 1-1 workshops with your employees, distance is no problem for our team