Leading financial wellbeing and retirement specialists

– Established 2005

Many struggle to understand basic financial and investment issues and often fail to realise the various benefits on offer in the workplace. By taking a consultative approach, our services can be tailored to your needs.

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Financial Education

We provide financial education through our financial coaches on a bespoke basis which can be delivered globally.

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Financial Guidance

We offer financial guidance services for those who need one-to-one support.

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Investment Advice

We can offer access to investment advice.


Employee Engagement

In collaboration with our clients, our in-house marketing team deliver interactive and meaningful communications.


Digital Communications

Knowledge can be supported through the creation of informative and stimulating content from our digital communication specialists.


Workplace ISA

Specifically designed for employees. It provides a flexible and tax efficient way to invest.

Working with hundreds of organisations. Here are just a few…

Voice Of Islam Radio.

Jonathan Watts-Lay recently appeared on the Breakfast Show for Voice Of Islam Radio discussing how to manage debt and make good financial decisions.

Will the planned defaults for those retiring be in their best interest?

As a result of the new Pensions Bill, announced in the King’s speech, it will be interesting to hear more of the plans for trust-based schemes to be legally required to offer retirement income solutions to members, including default investment options.

Accreditations and Awards