Secretarial ServicesLet's get everything working together seamlessly

Wouldn't that be perfect? From preparation to documentation, our highly experienced team will ensure your trustee meetings run smoothly

Dealing with the management headache

The general management of a funeral trust can be a headache, particularly with changing regulations. Let our specialist team be your remedy.

Tailored services to support your needs

There’s a lot on your plate. You may have a smaller team and more constrained resources, but you still have the same workload.

Use us to claim back your team’s valuable energy. Let us do the legwork. We don’t cut corners and we’ll take the time to get on the same page, working like you do.

Lighten the load for you and your team

Use us to:

Arrange meetings, set agendas and take minutes
Create and manage a dedicated and secure online portal for your documents and Trustee meeting papers
Coordinate your suppliers and advisers
Arrange any training you need
Develop budgets and provide general project management.

And, we mean it when we say long-term too. To make sure our quality of service to our many long-term clients was never jeopardised we created and signed our own contractual guarantee to remain independent.

Why choose us?

Because we apply the same level of care as you would. And because you will get the specialist guidance and support you need. We create a working harmony between all parties and act as a focal point for all specialist advisor services.

Privately owned: We are privately owned by our employees and offer a unique no-sale contractual guarantee. This allows us to create unsurpassed stability and certainty for our clients and our people.
Independent: We are well placed to get the best from all third-party advisors such as auditors and legal advisors. Where appropriate we can introduce you to those we trust and recommend.
Experience: A dedicated, seven-strong team with an average industry experience of more than 20 years, supported by a client team of ten experts.
Bespoke: You won’t get off-the-shelf with us. Our service is designed around your needs to ensure the smooth running of your pension trust.
Value: You’ll get exceptional service at a price that’s fair.

Find out more about our people and our company