Recruitment

Welcome Our New Financial Planners

Welcome Our New Financial Planners

Following on from successful growth in 2017, we have recently recruited two new Planners to work alongside our existing team of 5. This expansion is in response to steady company growth over the past year and continues our ambitious plans in looking to expand all operational departments and service capability over the coming years.

Marketing & Compliance Join the Team

Marketing & Compliance Join the Team

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.

Introducing Our New Managing Director

Introducing Our New Managing Director

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.