Providing the knowledge you need to thrive
Our specialist team support independent schools, academies, colleges and universities, to help them with all their pension and financial planning needs. With proven expertise and a range of services, we can help with both one-off and long-term engagements.
Learn more about usMake the right decisions at the right time
Recognised experts
We are widely known for our Teachers’ Pension Scheme (TPS) and Scottish TPS (STPS) expertise, and can offer you guidance across pension legislation and taxation.
A powerful network
When you engage with one of our Planners, you benefit from the experience and skills of our whole network of colleagues, including Succession Employee Benefit Services.
Flexible solutions
We can help in multiple ways – whether that’s giving your staff a better understanding of their pension arrangements or assisting Governors with complex consultation issues.
Exceptional service
Working with our clients is a privilege we never lose sight of, helping us create lasting relationships with some of the UK’s finest independent education establishments.
Our Solutions
Please note, The Financial Conduct Authority does not regulate advice on taxation and certain aspects of corporate services.
A wide range of services and solutions
We provide the consultancy support employees and employers need to achieve their long-term goals – ensuring each and every employee feels appreciated, while finding ways to free up employers’ valuable time.
Learn more about our services
Our brochure
Learn more about us
To get a fuller picture of our services, expertise, and the way we’ll work with you, take a look at our brochure.
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