Although our primary focus is corporates, we do offer focused advice to individuals as we believe our specialist expertise is of particular benefit to those who know which pension and/or protection area or product they require the focused advice on:

  • Saving for retirement.
  • Protection in the event of death, serious illness or disability.
  • Provision of private medical or dental expenses cover.
  • Help and advice at retirement.

We offer a first meeting at our cost and at the end of that meeting we’ll have a good idea whether we think we should work together and how much it is going to cost if we move forward. So, if you are looking for reviews, advice, implementation or support services for any of the following please contact us - you’ve got nothing to lose:

Find out more about our Process & Costs

Our current areas of expertise for Individuals covers:


  • Self InvestedPersonal Pensions (SIPPs)
  • Personal Pensions
  • Stakeholder Pensions


  • Life Cover
  • Private Medical Insurance
  • Income Protection/Critical Illness Cover

At Retirement Planning

  • Guaranteed Income
  • Flexible Income
  • A combination of the above