What makes us interesting as an employer

  • We offer holistic financial planning advice to our clients – predominantly affluent individuals and families.  That means our planning work is interesting, varied and can be challenging.
  • Passive investment approach.  So our time can be spent on structuring good plans, rather than doing lots of fund research. 
  • Cashflow forecasting as standard.  That means we can really see the effects of our planning strategies and come up with other ideas more easily.
  • We charge fixed fees, not a percentage of assets under management.  We aren’t afraid to question the norm in our profession and do things differently, and more fairly.
  • We support and encourage flexible working.  So you can work around your other commitments. That includes term time working, working at home and part time working.
  • Chartered Financial Planning firm.  This shows we are one of the most professional financial planning firms in the country. 
  • We invest in our team.  So you can attend courses, take exams and continue your professional development with us.