About us

Partner

We pride ourselves on providing clients with bespoke solutions that suit their specific needs and objectives and our relationship with Blake Morgan LLP allows us to offer clients a capped fee structure and access to a leading full services legal firm.

Our Vision

Our vision is to help organisations where employees and/or members have ownership and influence to be successful and great places to work.

Our Mission

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  • Helping business owners achieve employee ownership as a succession solution.
  • Providing specialist, expert support in all aspects of employee engagement and governance.
  • Delivering sustainable funding solutions.
  • Being client centred by listening to our clients and being clear and transparent with them about how we can help them to achieve their goals.
  • Meeting or exceeding client expectations by delivering outstanding service.
  • As a co-owned company living our values.

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Our Values

We believe that in everything we do we should always:

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  • Value and respect people always being fair, honest and open.
  • Be passionate about co-ownership and strive for excellence through continual learning and improvement.
  • Act with integrity.
  • Be innovative.
  • Have fun and enjoyment, balancing life and work.
  • Take pride in our work and commit to achieving lasting results for our clients.

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Meet the Team

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