Are you who we are looking for?

For professional advisers only and not for retail customers


We Are

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.

You Are

  • A respected professional who is either already a Chartered/Level 6 Financial Planner or ambitious and determined to be qualified to this level in the near future.
  • Somebody who believes in developing long term relationships with clients and always puts their interests first.
  • An adviser who understands how the industry is moving away from transactional client relationships towards a genuinely comprehensive and ongoing financial planning service that adds real value for clients.

Looking For

  • A role that allows you to spend your time on finding solutions for your clients and not on administration and compliance.
  • A safe and protected space where, provided you follow well defined processes, your liability for the advice you give is covered.
  • A brand and a business that has meaning and reflects your own professional and personal values.
  • An ambitious firm that will allow you to develop to your full potential and reap the associated professional and financial rewards.
  • An environment where you can write the level of business that you feel is commensurate with your expertise and experience.

We Can Offer

  • A supportive team, working in a professional yet relaxed atmosphere.
  • A comprehensive client proposition that offers the most appropriate solutions to clients whatever their financial challenges may be.
  • A “can do” working environment where finding solutions and writing business is encouraged but never at the risk of offering a client solution that is unsuitable.
  • A regular flow of client introductions generated by an innovative marketing and lead generation strategy and good working relationships with a wide range of accountant and solicitor partners.
  • The opportunity to play a leading role in shaping the development of a young and ambitious business.

Our Values

The personal values that we use to choose who we recruit, how we work together and the experience we give to our clients.

  • Trust – The most important thing our clients are looking for, they must always have total confidence that we will only ever act in their best interests.
  • Reliability – We do what we say, when we promised it and we do it right first time.
  • Creativity – New ideas, fresh thinking, open minded collaboration, there is no problem that does not have a solution if you look hard enough.
  • Teamwork – We work together to make the most of our own talents, share our challenges and successes and deliver the best possible outcome for our clients.
  • Pride – We are proud of the firm we have created together, the work that we do and that we make a real and positive impact on our clients’ lives.