Join our team

We are on a journey - join us and help our clients achieve their aspirations

We are fully independent

We are fully independent and directly authorised by the FCA. This means we are able to focus our advice without being limited to certain products or providers.

Your interests come first

Our whole philosophy is borne out of many years' experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.

We are highly qualified

Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are, not just as a requirement for qualified advisers.

Trust is core to our service

Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.

Integrity and transparency

We are committed to always explaining our fees and our regulatory obligations before any work is carried out.

We Are Always on the Lookout for Talented People!

Over the last few years we have grown rapidly. Consequently, we are looking for talented people to join our team.

So, if you want to join an exciting, driven and client orientated young company, focused on achieving our clients desired outcomes, then apply to one of the roles below by emailing us your most recent CV along with a covering letter, explaining how you are suited to the position we have on offer.

Current Vacancies

Paraplanner (Full-time or Part-time)

We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm, etc…

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IFA Administrator (Full-time or Part-time)

We have an exciting IFA Administrator role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm, etc…

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Senior IFA Administrator (Full-time or Part-time)

We have an exciting Senior IFA Administrator role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm, etc…

Find out more