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About us

We love what we do and it shows. We help our clients make good decisions based on insightful analysis, industry expertise, and game-changing technology.

We are a true partnership – both in our corporate structure and our relationships, and clients tell us we are an extension of their team. We focus our efforts on making sure that every client gets the right advice for their own unique circumstances. Because we are independent, we don’t have a stake in recommending any specific solutions, so clients can trust our advice implicitly.

We build longstanding relationships with our clients, who tend to have worked with us for many years, because we believe that is the best way to build consistency and trust.

All of this has resulted in exceptional client retention. In our recent Client Satisfaction Survey, satisfaction remained high (on average clients rate us 8.6 out of 10), and we are proud of the fact that they would and do recommend us to their contacts (with an overall advocacy score of +56, against the industry benchmark of +32).

 

 

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number of years
we've been in business
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(and counting) experts to ensure we deliver the best possible advice
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the year our longest serving member of staff started
0326496128160192224256288320352384416448480512544576608640672704736768800
clients (and counting)
0%4%8%12%15%19%23%27%31%35%38%42%46%50%54%58%61%65%69%73%77%81%84%88%92%96%
of clients likely or very likely to recommend us
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trophies taken
home
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number of miles we covered (walked, swam & cycled) for charities in 2016
036172210821443180421652526288632473608396943304690505154125773613464946855721675777938829886599020
cups of tea we put away each month while we strive to provide our clients with the best possible service

 

We believe that our biggest strength is our people – and client feedback tells us the same.  We are home to talented, well-recognised industry experts, and we are committed to ensuring a bright and interesting future for our gifted group of graduates, analysts, consultants and principals, to join our ever-growing partnership. That means that we need to keep developing our business.

Alongside our traditional service development activity, our internal entrepreneur programme helps us to find the best business development ideas from across our people, and make them a reality. So, while we may be best known for our market-leading advice in pensions and investment, we have a reputation for excellence in a wide range of growth areas, including insurance, energy, benefits and technology.

We believe that technology has the power to put control back into our clients’ hands, by making sure they always have the information they need in real-time to evaluate any advice. That is why we build our own tools in-house, with programmers sitting alongside our industry experts to make sure that anything we build is designed primarily with our clients’ needs in mind.

Our client promise 

In this video, Peter Thompson shares his personal experiences of working with us throughout his years as a professional trustee. Find out more about our client promise here.