We’re an award-winning Chartered firm of financial planning experts who offer tailored advice in the fields of Employee Benefits, Wealth Management and Auto Enrolment. What sets us apart in all three is our creative approach, opening up a whole new world of possibilities for employers and employees alike.
Our senior management team have worked together for many years, providing cohesive leadership and direction. We have a team of highly qualified consultants and advisers who offer a wealth of experience in pension and employee benefit consultancy. Many are pension transfer specialists.
Given our history and experience in helping organisations on the design and implementation of their employee benefit programmes, it was only natural that we should also play a part in auto enrolment. We therefore developed Creative Auto Enrolment, to handle the entire process and leave employers free to concentrate on their business. This can either be for re-enrolment or registration for the first time.
We operate predominantly within the workplace, working with the employer as a strategic partner to ensure their employees are best placed in terms of their own retirement planning and personal wealth management. This means they can focus on what they’re employed to do, confident that all other issues are taken care of. You’ll find we differ from many other consultants in that we’re prepared to give advice rather than just guidance.
We’re particularly proud of our prestigious Chartered status, awarded by the Chartered Institute of Insurance (CII). This recognises that we have met the most rigorous standards of advice, service, quality and ethics and the accreditation is highly sought after within the industry.