We are incredibly proud to have recently been recognised in the Citywire New Model Adviser Top 100 Firms for pioneering great financial advice practice in the North.
To support our pioneering plans over the next five years, we are thrilled to welcome Susan Richardson as Compliance Manager and Jessica Dodds as Marketing Manager on board. This internal team expansion is in response to steady company growth over the past year and brings a wealth of specialist expertise in house.
With new plans for growth in place and an exciting year ahead, we are pleased to announce Paul Everett’s recent appointment to the role of Managing Director. This marks a great shift in becoming a stronger, more focused team ahead of plans to expand our capacity, quality service levels and client base over the next five years.