We’re an independent chartered financial planning firm composed of teams of Planners, Paraplanners and Client Service Administrators who help to build more secure financial futures for our clients.

We create clarity from complexity – making sense of complicated situations and mapping out advice that helps our clients seize opportunities and achieve their financial goals.  Or, more simply, we take regular stock of our clients’ assets and give them our clearest guidance on how to keep everything on track. And there are other times when we help our clients plan for, and deal with, major life events that can have significant financial impact when they occur. It’s very important to our clients, their families and other loved ones, and their businesses.

If you’re looking to move to a firm that provides their clients with thoughtful, valuable, detail-oriented solutions, superior customer service, and expert advice based on relationships lasting many years, you should consider joining us.

We’re always happy to hear from qualified and experienced Planners, Paraplanners, and Client Service Administrators who share the same ambitions for our clients.

We have offices in central London, Guildford, Birmingham, Newcastle and Edinburgh, all in convenient locations. The salary and benefits we offer are attractive and competitive, and we firmly believe in a good work/life balance.

The roles we currently have available are listed on our Group’s careers website, along with roles in the other firms belonging to the Group, here: