Harnessing the talent of aspirational individuals

Our purpose is to help people achieve their financial goals. To do this we need great people. We want people who strive to be the best and put the client at the heart of everything they do. From financial advisers and paraplanning to finance, HR and marketing, we have a range of careers across our regional offices. We support career development for all our employees because we believe it’s our team that make us great.

 

Meet our CEO

“We are a dynamic and progressive company and we focus on the importance of financial planning, not just financial advice. Ensuring our clients are confident in the advice we provide is essential and we never take for granted the privileged position this puts us in.

“Our vision is to be the UK’s IFA of choice. We commit ourselves to building lasting relationships and provide exemplary service at all levels in the organisation. As well as a strong acquisition history, we also focus on organic growth to build our business.”Our purpose is to enable our clients to achieve their financial goals and this is something we are deeply dedicated to. To achieve this, we provide our clients with the best tools, mobile applications, investment options and regular valuations on how their investments are performing. Our Operations Team are oriented around supporting our advice processes and we have invested in making sure that everything is turned around quickly and efficiently.”As with all financial planning firms, we are highly regulated by the Financial Conduct Authority (FCA). We are committed to providing a service that meets and far exceeds our regulators’ needs. To achieve this, we pride ourselves on the high integrity and honesty of our staff and we always aim to give our clients the best possible outcome.”However, to be a successful company that achieves its vision we need to be totally committed to our employees. Just as we do with clients, we also believe in building lasting relationships with our people and invest in our talent to support career progression. As a national firm we have opportunities across the country which enables our employees to work flexibly.”

Nigel Stockton, Chief Executive Officer