An independent financial advisory company, specialising in the provision of financial planning and investment advice for individual private clients, including pre and post retirement services.
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Psigma is dedicated to inflation-plus investing, a philosophy that grows and protects the real value of assets. We build long-term personal relationships, act with honesty and always do what is right for our clients.
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We advise, design and create protection, healthcare, wellness and online benefits for more than 750 corporate clients, 2,700 SME clients and 4,500 consumer clients, representing over £170m of insurance premiums.
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We provide institutional investors, including pension funds, insurers and consultants with data and analysis to research and report on their investments, enabling them to conduct rigorous, evidence-based assessments.
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Punter Southall Analytics specialises in payment cards. We are a division of Punter Southall Group, which provides a unique combination of advisory, actuarial and administration services to over 1,000 companies, organisations and pension schemes in the UK.
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PS Aspire is a workplace pensions and savings business that brings together governance, investment and communications expertise within a technology-led business. We work with over 800 employers, designing and managing solutions that meet their unique needs.
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Guardian is a brand with a long history of helping to protect families since 1821 and re-entered the market in 2018 with the intention to rethink continuously and reinvent protection for the better. Our ambition is for every family to have protection in which they truly believe. Guardian policies are sold exclusively through financial advisers.
