We are a financial services firm that works with both private and corporate clients. We help private individuals to plan effectively for their financial futures and create a strategy to achieve their goals. We help them to take a holistic view of their finances that cover investments and pensions as well as mortgages, protection and insurance and inheritance planning.
On the corporate side of our business we help clients to maximize their spend on pensions and benefits and increase return on investment. We do this by working closely with employees to build understanding and appreciation of their pension and helping them to save appropriately for their future.
We believe very passionately in the value of financial advice in helping people to achieve financial security and independence. We think long term relationships are essential and aim to work with our clients throughout their financial lives. We have a partnership culture, which fosters a sense of togetherness in our business, which we believe translates into an outstanding client experience.
Career Opportunities & Training
Full training provided upon appointment.
Either London or Weybridge (Surrey)
Excellent benefits – GPP, Life Assurance, Income Protection, 25+ days holiday, Eye Care, CCVs, Bonus, Employee Assistance Scheme