About us


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.


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.


Meet the Team

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