Your Corporate Team

We advise and support business owners, entrepreneurs and the self-employed on a wide range of financial areas including group pension schemes and salary sacrifice, shareholder and business protection, tax planning, investment, employee financial wellbeing and enhancing employee benefits packages.

Meet Your Corporate Team

Nigel Swan
Regional Director & Head of Pensions
Ben Clapham
Director of Financial Planning
Amy Burge
Financial Planner
Colin Welsh
Chartered Financial Planner
Dawn Elkington
Financial Planner
Dax Bayley
Regional Manager & Financial Planner
Gary Leftley
Financial Planner
Matthew Hawksworth
Regional Manager & Chartered Financial Planner
Matthew Stirling
Financial Planner

‘We are here to support you and your employees at every stage of your business journey’

Nigel Swan Regional Director, Head of Corporate & Pensions

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