Business Details
Trusted Financial Advisers in Farnborough
As one of the UK's leading financial planning firms, we have been trusted to provide expert financial advice to individuals, families, and businesses for nearly 140 years. Established in 1885 and part of Aegon Limited since 2005, our highly qualified team of advisers supports thousands of clients annually with tailored financial planning solutions. We prioritise building long-term partnerships, delivering clear and genuine advice to help clients achieve their financial goals while minimising environmental impact and supporting local communities.Our expertise spans pensions, investments, retirement planning, estate management, and business financial services, underpinned by a commitment to transparency, client education, and ethical practices. Recognised as Best Retirement Advisory Firm for a decade, we combine deep industry experience with forward-thinking strategies to adapt to evolving market conditions and legislative changes.
Services
Pensions Planning
Investment Planning
Retirement Strategies
Estate Planning
Business Financial Services
Employee Benefits
Wealth Management
Defined Benefit Advice
Financial Education
Care Funding Solutions
Highlights and features
- We have 140 years of experience in UK financial planning
- Our advisers provide personalised solutions tailored to client needs
- Part of Aegon Limited, a global financial services leader
- Recognised as Best Retirement Advisory Firm for 10 consecutive years
- We combine technical expertise with clear, jargon-free communication
Services
Pensions and Retirement Planning
Our specialist retirement advisers help clients maximise income and ensure financial security in later life. We provide tailored strategies for defined benefit and defined contribution schemes, offering expert guidance on pension consolidation, drawdown options, and tax-efficient retirement solutions. With decades of experience, we help clients navigate complex pension arrangements and make informed decisions that align with their long-term financial goals.
Investment Planning
We create bespoke investment strategies aligned with clients' risk profiles and life goals. Our advisers guide clients through diverse investment options, including multi-manager funds and tax-efficient vehicles, ensuring portfolios are optimised for long-term growth. We regularly review investments to adapt to changing market conditions and personal circumstances, helping clients build and preserve wealth across generations.
Inheritance Tax Planning
Our experts develop comprehensive strategies to minimise inheritance tax liabilities while preserving family wealth. We advise on trusts, gifting strategies, and lifetime exemptions to ensure efficient wealth transfer. By combining technical expertise with personalised solutions, we help clients protect their assets and pass on maximum value to future generations while complying with current tax regulations.
Business Financial Services
We support businesses with pension consultancy, employee benefits, and investment strategies tailored to corporate needs. Our services include workplace pension design, business protection insurance, and strategic investment planning to help companies grow profits. We also provide employee financial education programmes to enhance workforce wellbeing and productivity through improved financial literacy.
Defined Benefit Advice
We specialise in advising on defined benefit pension schemes, helping clients evaluate transfer options and make informed decisions. Our experts assess scheme benefits, conduct cash-equivalent comparisons, and provide clear recommendations based on individual circumstances. With extensive experience handling thousands of cases annually, we ensure clients understand their options and make choices that align with their retirement objectives.
People
Tim Orton
CEO
With extensive board experience, Tim oversees Aegon's 200 billion investment estate. He brings strategic leadership to financial services innovation and client-focused solutions.
Alec Ramsey
Director of Risk and Compliance
A compliance expert with 25+ years' experience, Alec ensures robust risk management frameworks while maintaining a focus on client protection and regulatory excellence.
Michelle Davis
Director of Finance
Michelle leads financial strategy with 15 years' sector experience, combining deep organisational knowledge with expertise in financial services operations and governance.
Mike Morris
Director, Proposition and Marketing
Driving accessible financial planning solutions, Mike leverages industry experience to develop client-centric propositions that combine technical excellence with market relevance.
Rob Waller
Chairman
As Chairman, Rob provides strategic oversight with a career spanning senior roles in manufacturing and financial services, bringing valuable governance expertise to the board.
Questions
What financial services do you offer individuals?
We provide pensions and retirement planning, investment advice, inheritance tax planning, defined benefit pension guidance, and comprehensive wealth management solutions.
How can businesses benefit from your services?
We offer pensions consultancy, employee financial wellbeing programmes, business protection insurance, and strategic investment advice tailored to corporate needs.
Are you part of a larger financial group?
Yes, we are part of Aegon Limited, a global financial services group with over 140 years' experience in UK financial planning.
How do you charge for your services?
Our fees are competitive and transparent, with clear explanations provided before any work begins to ensure complete cost visibility.
What areas do you cover in the UK?
We operate nationwide with offices in Farnborough, Edinburgh, Glasgow, and London, serving clients across the United Kingdom.
