Help for anyone involved in life insurance and longevity markets

Our customers value us for the quality of our products, the consistency of our service and our problem-solving abilities.

We offer a range of consultancy services to those involved, or looking to become involved, in life insurance and longevity.

We work with companies, charities and general agencies to identify and release value held in life insurance policies. We also work with charity fund-raising teams to design donor programmes connected with life insurance.

How can we help you

Choose a service below to find out more

How consultancy works

Step 1

Get in touch with us to talk about what you need help with. You’ll speak with one of our directors about your requirements.

Step 2

We’ll design a solution for you around your needs, we’ll raise any risks and other considerations based on our experience with other clients.

Step 3

We’ll provide you with a quote for your solution and a timeline, We’ll confirm who’s working on your project. You’ll know exactly how much it will cost and how long it will take.

Step 4

Once you’re happy with the quote we’ll sign an engagement document and begin work.

Step 5

We’ll complete your project, updating you as we go on progress. We’ll support you at every stage with any questions you have.

Step 6

All our consultancy work completes with actionable output for you to own. We’re always here if you need further help.