Our Services

Where does expert advice start and end?

We believe that the best business relationships operate from a firm foundation of trust. Our open and honest approach focuses on building that trust with our clients.

Understanding your specific business requirements is the best starting point and that is something our consultancy service aims to find out.

  • If you have an existing benefit design, we can review this to make sure you and your employees are getting value for money. We can also audit all the data held by you and your advisers to help ensure that your future administration works effectively.
  • Once we have established your objectives and agreed the benefit design, we can make sure that it’s implemented with minimum disruption to your business.
  • We can also offer fully authorised independent financial advice either on a stand-alone basis where required, or along with any of our other services.

Giving employees access to benefits is only part of the design. We can help your employees make the most of the benefits you offer through a programme of financial education, face-to-face meetings and targeted communications.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Orb is a trading name of Orb Financial Services Limited which is an Appointed Representative of Sage Financial Services Ltd, which is authorised and regulated by the Financial Services Authority. Sage Financial Services Ltd is entered on the FSA register (http://www.fsa.gov.uk/register/home.do) under reference 150452.

© IFA Systems Ltd