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Isio

Initiative

Chamber type: Bristol

Isio is a progressive and growing pensions, employee benefits and wealth advisory firm, collaborating with a diverse client base. With over 1,300 colleagues across 10 offices in the UK, we combine a heritage of quality with innovative, client-focused solutions delivering clarity, confidence, and better outcomes for everyone. Our 90 strong Bristol team includes leaders at national level. We provide actuarial, administrative, and investment consulting services to UK pension schemes across all sectors and sizes. Our national Employee Benefits team is lead from Bristol, working with HR leaders to design and manage employee benefits programmes. We are also proud to lead the Wealth Advisory team from Bristol providing wealth planning and investment solutions for individuals, families, charities, and advisors. We proudly work with some of the most prominent businesses in the region, from Cornwall to Wales and across to Swindon, delivering greater financial confidence through local insight and national strength.

Key team members