About Us

Exploring Your Retirement Options

Founded in 1987 we have been helping people for over 30 years all over the UK. We are part of Astute Financial Management (UK) Ltd, a leading wealth management company who also focus on the provision of employee benefit solutions.  We have offices based in London, Kent and Essex.

Our Approach

We want to help you understand all of your options around income in later life and help to plan what happens after you’re gone.  Your financial plan doesn’t stop when you do and we’re here to make sure it happens.

We approach each client, new and old, as an individual with an open mind and do not have a set path for to follow.  Whatever your individual situation is, we will adjust to help you make the most of it.

The thing that makes us, us?

We do the right thing for you.

People Who Help People

Our team spend their days helping people. Their background, skills, experience and deep understanding of financial planning make them expertly placed to advise and help you make informed decisions

Providing personal service to our clients is at the core of everything we do

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