Our approach
We focus on what’s important to you, your business and employees, building the right solutions for your company’s future.
Our process
How we’ll work with you
The initial meeting
This first, no-obligation meeting will allow us to understand your current benefits, objectives, and how we can assist you going forward. We’ll record this in a factfind document, made available to you.
Review
If you choose to work with us, we’ll provide a review and recommendations based on our findings. We’ll also reaffirm the timeframe and scope of the project.
Ongoing services
We’ll work with you to agree the depth of ongoing service that’s appropriate for your business. Whichever level you choose, we’ll review your position annually to adapt with your needs.
Meet the team
Ann McDonald
Head of Succession Independent Schools and Employee Benefit Solutions
Based in Buckinghamshire
OUR BROCHURE
Learn more about us
If you’d like to get a better understanding of our different services and approach to fees, you can find more detail in our brochure.
Ready to speak to us?
Get in touch to request an initial free, no-obligation meeting. This is a chance for us to get to know each other better.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.