Our Culture Stronger together

You might also be interested in:

About

17.10.2018

Central to our business is a strong culture. We focus on delivering what’s right for our clients, and the right culture within the business helps to make sure that this happens.

Culture is driven by a number of factors:

  • Our regulators expect us to have the right culture in place, ensuring we have appropriate risk management strategies for the business
  • The ‘tone from the top’ spreads the message on the attitude of the people running our business
  • Culture reflects the values that we have identified as being important and embedded in our business
  • A positive working environment is absolutely essential and the performance of our business is driven by our people, helping to put our values in to practice. We do our best to ensure staff wellbeing through a range of initiatives
  • Underpinning our culture and displayed through our behaviours are the core values which are embedded in everything we do

CLIENT FIRST ALWAYS
Client needs always sit at the top of our agenda. We listen, apply our expertise and remain responsive and adaptable in order to provide the very best solutions tailored to each individual.

DEDICATED TO SERVICE
We pride ourselves on going the extra mile and being easy to do business with. Providing exceptional personal service, delivered with dedication and enthusiasm.

TIMELESS EXPERTISE
We know what we’re doing but never rest on our laurels. Expertly informed and always up to date, we take a progressive and forward thinking outlook in all that we do.

CLARITY FROM COMPLEXITY
With pensions, it’s easy to make things complicated and harder to keep things simple. We recognise the importance of cutting through the unnecessary to provide clear, focused solutions.

Our secure
portal

Your Future SIPP

Get started with our new SIPP. Illustrate, manage and apply online today.

Curtis Banks

Login to manage existing clients’ Curtis Banks products.

Suffolk Life

Login in to manage existing clients’ Suffolk Life products.
Tell us what you are
looking for?