A team who are dynamic, passionate and focused on helping our clients achieve and maintain the lifestyle they desire.
Our people are dedicated to deliver a high level of client service, operating with the highest level of expertise and integrity. We actively encourage personal development, offering opportunities for our employees to grow within the business. Our commitment to personal development has contributed to our achieving Chartered Status.
We are proud to have a team of people who are all assiduous, professional, personable, dynamic, and focused on client centricity. We are an equal opportunities employer and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of their race, gender, marital status, age, disability, religious belief or sexual orientation. We offer a comprehensive remuneration package, which is regularly reviewed to ensure that it remains competitive.
Read some words from our team below
“Since joining the company in 2016 I have had more career development than in any of my previous roles. I work part time, and for me, it was important to find an employer that would be supportive of that while recognising that I still want my career to develop.”
Katie – Training and Development Manager
“Before working at the company, I had no experience in finance. They saw my potential and gave me this opportunity, which not many companies would provide. The amount of knowledge I’ve obtained in such a short space of time through working with the company has been staggering and I continue to grow within the business every day.”
Mark – Paraplanner
the best opportunity