Focused on making your life easier and your decisions clearer

WHAT WE DO

Feel more supported

When I established Fulcrum in 2007 the ethos was and still is customers feeling more supported. This starts with plain English explanations of the strengths and weaknesses of your current contracts; it continues with a collaborative approach to improving and simplifying your plan design; and it’s under-pinned by our ongoing commitment to speed and continuity of service.

We love it when you feel more in control, better informed and more supported.

If this doesn’t sound like I’m describing your current adviser, maybe it’s time we talked?

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Are you an IFA?

Fulcrum helps independent financial advisers who aren’t insured benefits experts to deliver a more complete service.

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