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About Us


Award winning employee benefit advisers

Our Values

Our values underpin how we work with you and each other.

Our Vision

To be the employee benefit consultants of choice for small and medium sized businesses

To work as an extension of your business, increase the impact and value of the benefits provided to your employees thereby increasing their engagement.

To manage and advise on all the benefits a firm offers to ensure these reflect the broader operational and financial objectives for the business.

Our History

We are dynamic and forward-thinking organisation, we are proud of our roots.

Get in touch

Select your type of enquiry and be directed to the correct member of our dedicated leadership team.


Your message will be sent to:

Richard Grover

Strategic Benefit Consultant

Peter Magliocco

Financial Planning Adviser

Luke Harris-Johns

Employee Benefit Adviser

Richard Grover

Strategic Benefit Consultant

Helen Pengelly

Strategic Benefit Consultant

Matthew Rann

Strategic Benefit Consultant

Richard Grover

Strategic Benefit Consultant

Jonathan Bird

Employee Benefit Adviser

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.