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?