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Specialist Teams

Our expanding specialist sales team is there to make the technically complex accessible, with practical advice ideas for you and your clients. Our team of 17 specialists offer an extensive portfolio of support from a practical workshop approach to learning through case studies and questions.

Pension Specialists

Pension reforms have opened up a wave of opportunity for you and your clients. Let our pension gurus help you to make the complex clear, so your clients can have the income they need for the retirement they want.

Meet the team

Offshore Specialists

Investing offshore can provide a number of benefits to your clients. Whether its investing for growth, legacy planning or as part of their retirement planning, our Offshore specialists can help you to make the complex clear, help you identify advice opportunities and support you in your advice. 

Meet the team

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