Our philosophy and ethos have been based on our mission to develop long term relationships with our clients by providing professional, impartial financial awareness seminars of the highest quality to all levels of employees within organisations in the Public and Private Sectors.
We ensure that all the employees we educate receive the information that they need about their pensions, investments, taxation and legal affairs in plain English. We are renowned for our ability to provide information in a clear and understandable way even when the topic is complex.
Our services are designed to support and enhance those provided by busy in-house human resources, payroll and pensions departments. Crucially, we can also provide on-going support and consultation for your team. We can make an introduction to keep partners and offer complimentary one on one meetings with attendees where suitable.
To understand more about us, please look at the services we offer or contact us for more information.
Enabling the Vision
Our business model is built around core enablers which seek to create competitive advantage and value through corporate responsibility for your firm. These enablers include:
- Our Team
The strength of our company lies in the strength of our people and the wealth of experience and expertise they possess. All our team members share a commitment to our company culture and values as well as our passion for our core purpose; the cultivation of wealth and financial security for your employees through the delivery of greater financial awareness and increased financial knowledge.
- A Culture of Innovation
We constantly strive to redefine the standard of excellence in everything we do. Our ongoing focus on operational improvements and investment in new processes drives improvements in our delivery. We are part of the Apollo MAM Group and our combined culture emphasises innovation, forward-thinking and continuous development. Our people live and breathe this commitment all day, every day.
- Industry Reputation
We are proud of our unrivalled reputation for designing and delivering personal financial awareness seminars for all levels of employee in the Public and Private Sectors. We also take pride in our ability to work closely with you to enhance and support your firm’s corporate culture. As a client firm we will help you to maintain your strong reputations as employers by enabling you to deliver financial awareness above and beyond the industry standard to your valued personnel.
- Long-Term Strategies
We enable our client firms to do more than just respond or react to their employee’s needs. Instead, we anticipate and help define them, based on our expertise and operational capability. We believe that by understanding financial goals, better employee outcomes may be achieved. Our focus is on developing and maintaining long-term relationships. In doing so we aid the development of fully bespoke services that are tailored to the specific needs of your team and help you to ensure that your employees feel appreciated and supported.