We help people find answers to the big financial questions in life, leading a meaningful life as a result.
We’re a relatively small team working together in the same office across three smaller teams; Financial Planners, Paraplanners and Administrators.
Our employees consistently tell us this is a great place to work!
In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and examinations.
There are opportunities for career progression too!
We supplement a generous holiday entitlement with extra time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties.
If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.