Are you who we are looking for?
For professional advisers only and not for retail customers
A young and dynamic Financial Planning firm with a strategy to develop a significant regional presence in the Midlands from our existing offices in Nottingham and Kenilworth.
A business built on the solid foundations of an expert support team of administrators and paraplanners, a solid back office system and rigorous financial controls. Committed to offering a comprehensive Financial Planning service whenever it is appropriate for our clients.
A Strategic Partner of Intrinsic, giving us the resources and backing of the UK’s largest adviser network whilst allowing us to concentrate on what we do best, which is to provide face to face advice and the most appropriate solutions to our clients.
The personal values that we use to choose who we recruit, how we work together and the experience we give to our clients.