Our History:A pioneering spirit

Our Founder and Chairman, Ian Cartwright, originally set up the business back in 1986 to fill a need. To give specialist and bespoke actuarial services to an often badly-catered-for market; those with £5-250m in assets under management, the small and medium sized DB pension trusts.

Over the years our business has grown to include Investment Consulting, Pensions Management and Administration services too. More recently grew further, branching into new sectors, like charitable trusts, to offer our same unique expertise.

It’s this, along with our long history in actuarial services, that means we’re able to give you a truly integrated service, across disciplines.

Today we’re proud to be an independent, specialist firm of Actuaries, Independent Financial Advisors and Consultants.

How we've grown

We’ve grown mostly through organic expansion. Two strategic acquisitions strengthened key areas of our business. The acquisition of Barnes & Sherwood Limited in 2006 saw the first administration office open in Farnborough while the second acquisition of the trust based pensions business of Heath Lambert Consulting saw the second administration office open in Chelmsford in 2013.

As part of the acquisition, we also developed their Risk Consulting arm into the brand you see today. Offering advice on employee benefits, workplace pension schemes and some associated ancillary benefits; a natural progression due to our expertise in pensions.

We adopted a ‘pioneering’ approach from the outset and that same spirit remains today as we continually seek new and innovative ways to improve client outcomes, systems and methodologies.

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