We offer a unique and technology-led approach to consolidating financial services for businesses and individuals.

Solutions for business

Employee benefits and reward
Our unique WillU Wallet app that simplifies employee benefits management and boosts engagement
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Business protection
Shareholder protection, relevant life insurance, key person cover
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Workplace pensions
Set up a best-in-class workplace pension or transfer to one from your existing provider
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FX
Risk management and international payments to protect your profit margins
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Commercial insurance
Professional indemnity, liabilities, construction insurance, commercial combined, cyber insurance, fleet insurance
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Health insurance
Group healthcare and insurance plans
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Solutions for individuals

WillU Wallet
Our unique digital wallet app that simplifies the way you can manage your financial services by consolidating them all in one secure, easy-to-use app.
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Personal investment
Tailored financial advice, investing your portfolio in tax-efficient wrappers ISA’s, SIPP’s, GIA’s and Trusts.
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FX
Access our international payments platform for competitive exchange rates, no hidden fees and hands-on account.
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Life & health insurance
Protect you and your loved ones’ futures with our comprehensive range of tailored insurance solutions.
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Private client insurance
Luxury vehicle insurance, high-end home insurance, high-value asset insurance.
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Ready to consolidate your financial services?