How this started
Twenty years ago, our founder Sarah Mitchell was managing a large corporate pension scheme. Every week, she'd watch employees make decisions about their retirement based on incomplete information, aggressive sales tactics, or sheer confusion.
The industry was built to serve product providers, not the people whose futures depended on getting it right.
So she left. Built a practice that works differently. One where advice isn't tied to commissions, where complexity gets translated instead of weaponized, and where your retirement plan is designed around your life—not around what earns us the highest fee.