employee benefits strategy and governance.

This is your ‘DNA’, it is unique to your business and differentiates from the competition. We will create your overall benefits strategy, with defined actions, timescales and measures to ensure success.

DNA service, made specifically for you.

Companies need ideas, budget and a strategy to deliver effective employee benefits programmes. This is where we can add real value.

Irrespective of your underlying benefits the overall package should promote your business profile and culture, both internally and externally. Using your ‘DNA’ guarantees your offering is unique and distinctly different from your competitors.

At Vested we create benefits strategies that are clear, with defined actions, timescales, measures and the commitment of key stakeholders. We make sure your programme is effectively managed on an ongoing basis - which we realise can be challenging, given the range and complexity of benefits on offer. Our structured approach ensures your benefits remain relevant, compliant and cost effective.

The process begins with a full understanding of your corporate DNA. We use our market knowledge, technical expertise, and impartial advice to reduce the internal resources required to run your benefits programme. Most importantly, we can help you make the best use of technology and assist with those aspects that require continuous management.


Interested in our DNA service? Please get in touch.

You can contact us using these details or reach out directly to a member of our team, nearest to your location.

Howard Finch

Managing Director (Scotland and National)

Howard Finch

Managing Director (Scotland and National)


Howard is delighted to lead the Vested team during this exciting phase in our development. The medium and larger SME market is seeking a more modern approach to employee benefits, which lends itself to the opportunities that technological and digital solutions can deliver – core foundations of the Vested offering.

Howard’s role involves a wide variety of work including managing the business, creating new services and marketing, whilst providing advisory services to Vested clients. He has worked in financial services for nearly 25 years, which he says is quite frightening, although he acknowledges that it remains an exciting and challenging market.

Howard is a budding tennis and golf enthusiast, even though many tell him his best years are now behind him! His bucket list of adventures still to do includes white rafting down the Colorado River (through the Grand Canyon) and swimming with great white sharks in South Africa. Sounds mad, doesn’t it!

Lucy Clark

Senior Client Manager (Milton Keynes and Central)

Lucy Clark

Senior Client Manager (Milton Keynes and Central)


Lucy is a Senior Client Manager. She provides advisory and project services to an array of new and existing Vested corporate clients. Lucy is highly qualified and draws on her extensive experience in employee benefits to proactively engage with businesses of all sizes, and across a variety of industries.

When Vested was launched, part of the joint venture between Embark Group and Mazars, Lucy came across to the new team. She holds a Financial Planning diploma and is a Fellow of the Pensions Management Institute (FPMI) designation.

On the weekend, you are likely to find Lucy relaxing with her family and friends, dancing and enjoying the odd glass of wine. We asked Lucy to name the superpower she would most like to have and why. Her response: To be able to fly – the freedom to go wherever you like and traffic free…unless of course everyone else had the same power!

Sorangi Shah

Senior Client Manager (London)

Sorangi Shah

Senior Client Manager (London)


Sorangi is a Senior Client Manager, which involves working with employers to establish and develop a range of benefits to meet the needs of their employees. She has built up a wealth of knowledge in financial planning and employee benefits over the past 10 years whilst working at Mazars.

Sorangi joined Vested to enhance her training and career opportunities in the employee benefits sector. She holds a degree in management and several financial planning qualifications, which enable her to support employers in recruiting, retaining and motivating their employees.

In her spare time Sorangi enjoys spending time with her family and friends and watching the football. The historical figure she most admires is Mahatma Gandhi because he fought for his beliefs and his nation’s independence without using violence.

Robert Marshall

Senior Client Manager (Leeds & North of England)

Robert Marshall

Senior Client Manager (Leeds & North of England)


Rob is a Senior Client Manager and consultant to corporate clients. He has 20 years’ experience in financial services, holds the CII Diploma in Financial Planning amongst other qualifications, and has worked as a consultant in the employee benefits industry for the last decade.

Rob is known for his logical approach, technical and creative expertise and adaptability – all core skills required for his current role. He joined Vested because of the quality of our organisation and for the opportunity to work with great businesses.

Food, football and music are Rob’s passions and his perfect weekend involves watching a match, followed by dinner and a gig. He also likes to keep fit, so a trip to the gym is often on the cards too. The historical figure he most admires is Isambard Kingdom Brunel for his vision, innovation and engineering skills which gave us some great landmarks – most of which are still in use today.

Kathryn Rodriguez

Client Manager (North)

Kathryn Rodriguez

Client Manager (North)


Kathryn is a Client Manager, working with employers to help support them with engaging employee benefits that deliver return on investment and fulfil business and reward objectives. She has 14 years’ experience in employee benefits, delivering digital employee benefits solutions and has worked with small and large corporations to help them with pensions, risk, healthcare and a wide range of voluntary benefits.

Kathryn is passionate about educating and engaging employees, and enjoys helping companies achieve their specific objectives. Kathryn joined Vested to help companies with their benefits, and really liked Vested’s passion for expert advice and digital solutions.

Tony Robbins is a huge inspiration for Kathryn, she loves to understand other’s lives and motivations and helping people is important to her. Animals are very close to Kathryn’s heart, she volunteers for a charity whose purpose is to walk dogs and foster animals for the terminally ill and elderly. Kathryn loves to sing and was the solo lead for Rock Choir at a concert at Huddersfield Town Hall.

more services.

Our broad range of services have been designed with employers and their employees in mind. 

secure.

Our Group Protection services help your employees feel secure, giving them peace of mind they have the right cover should the worst eventuate. 

find out more  

pulse.

Comprehensive Health & Wellbeing services to support the pulse of your business - your people. From physical and mental health to financial aspects too. 

find out more  

prosper.

Workplace pensions and other savings products can help your employees prosper. We will also assist you in complying with your employer obligations and responsibilities.

find out more  

identity™.

Our modern online benefits portal. IdentityTM is designed to enhance your benefits administration, governance, accessibility and employee communications.

find out more  

connect.

Better connect with your employees via a structured communications plan. Together, we will establish a calendar of campaigns throughout the year. 

find out more