Situation
A Venture customer since 2014, James Hay Partnership is a specialist provider of retirement wealth planning in the United Kingdom. Headquartered in Salisbury, and operating for over 40 years, the company works with a network of highly qualified financial advisers and investors, handling pensions for more than 58,000 clients. Today the company directly employs over 650 people at its offices, managing a portfolio of products, designed to give UK residents a comfortable retirement.