A Strong Team

We are proud to hold the prestigious status of Corporate Chartered Financial Planners

We are proud to hold the prestigious status of  Chartered Financial Planners at a corporate level which demonstrates the great commitment we have to recruiting and supporting the best people to provide you with high quality, expert and reliable financial planning advice.

Above all, our people live and breath the essence of the business which is to provide a great service that is truly focussed on you.

Our advisory team consists of highly qualified advisers, many of whom are qualified at the highest level by exam, attaining the coveted title of Chartered Financial Planner. We also believe in developing the next generation of professional advisers and actively train and support our people who have yet to complete the journey to Chartered Status.

Behind our advice team sits an equally experienced and knowledgeable Technical Team ensuring that the advice we provide is relevant, complies with legislation, is tailored to your needs and is sourced from the most appropriate solutions from within the market.

Last but certainly not least we have a dedicated Client Liaison Team who provide you with a point of contact when you need to ask us a question or make an appointment with your Financial Planner.

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