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Lottery FundedWe are delighted to announce we have been awarded as one of the top 100 Social Enterprises in the Uk for 2021


This service is all about offering your employees support. For those affected this will obviously be a time of great stress and in some cases self-doubt. 

We deliver our Redundancy Service in 3 different ways:

  1. One to one – this will be confidential meeting with one of our financial planning team. This can be held at your place of work or in the comfort of the employee’s own home.
  2. Surgeries – these are used when a small group of employees have expressed an interest in our service. Held on site by one of our financial advisers, each meeting with the individual will last approximately 30/60 minutes.
  3. Seminars – held on site or at an alternative venue of your choice. This service is designed to alleviate some of the stresses and worries associated with redundancy and its financial effects. 
    All the above can be provided either face to face or online, taking into account Social Distancing and Covid19 conditions.


Typical topics covered are:

  • State Benefits - understanding your entitlements and claiming them
  • Protection - protecting your family and dependents
  • Pension options - examining your options
  • Mortgages, loans and debts - applying sensible management of debt
  • Endowment policies – examining your options
  • Redundancy lump sum – considering options to suit your circumstances

Our redundancy seminars are designed to create an interactive environment to put delegates at their ease.