The company was set up in 2002 and was the first outsourced paraplanning business in the UK. Since then, the team has grown but the principles have stayed the same.
Our clients rely on us to be able to interpret and sensibly apply the latest technical, regulatory and legislative developments. So, we ensure that our team really know what they’re talking about by always seeking to achieve the highest possible relevant qualifications, and by following a rigorous programme of continuous professional development, whether that’s through reading industry publications, attending professional events or sharing best practice with our peers.
Our purpose is to help financial advisers and planners deliver great outcomes for their clients using our technical expertise and insights. You will be an integral part of the team delivering that. We live by our core values and want to hear from you if you believe in them too. They are:
We're based at:
Boston House
Grove Business Park
Downsview Road
Wantage
OX12 9FF
