Careers
About us
We are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK.
Since 1989, we have been advising clients how to save, plan and invest for their families and futures, and we would love to work with you to help you achieve your financial goals.
In a time when many businesses are moving to digital-only services, some of our greatest assets include the collective expertise of our people and the personal nature of the service we provide.
We also pride ourselves on being innovative in our approach, as we always look for new and distinctive ways to improve the service we offer our clients.
Our Purpose
A company with a progressive & positive culture that practices what it preaches. Great camaraderie across teams, centred around enjoying fulfilling work & creating a great product.
Benefits
We work hard, but we also know you have a family, friends, hobbies, and a life outside the office. That’s why we offer a great benefits package, not just a competitive salary.
Unlimited holidays
Everyone needs a healthy, happy, and productive life. This means you'll need time to rest and recover without restrictive holiday limits.
Flexible, remote working
We want you to work when and where you're most productive, whether you’re an early bird or a night owl.
Gold plated healthcare
Enjoy the best medical, dental and optical coverage money can buy. We've got you and your family covered for all eventualities.
Meaningful equity
You’ll be contributing to the team's success, so you deserve to share in it. Everyone in our team gets a meaningful equity allocation.
Top of the line equipment
We’ll set you up with the right tools to do your best work—starting with a MacBook Pro, 4K monitors, and the right software to get the job done.
A team that cares
You’ll be joining a team of smart, capable, helpful people that want you to win, our clients to be wowed, and our business to grow.
“For me, a structured training path was all about giving me the knowledge and confidence I need to do my day job. Here, I have had the chance to speak to, and work with, many different experts, from trainee to Partner level.”Lucy Smith, Investment Manager
Current Opportunities
Don't worry if you don't see any roles you want to apply for now. Register your interest to allow us to contact you when a suitable role meeting your criteria comes along.