We are a multi award-winning financial planning firm, holding the prestigious titles of Chartered Financial Planning Firm and also an Accredited Financial Planning Firm.
We are a small but highly qualified team providing full financial planning that is independent and an excellent level of service to our high net worth clients. We have a clear focus on doing the right thing for our clients, in the right way.
This has led to his receiving a number of awards and accolades such as the “CISI Accredited Financial Planning Firm of the Year 2019”, the “Professional Adviser Firm of the Year 2020”and also the “Yorkshire Financial Awards Employer of the Year 2019”.We have also been awarded the “New Model Adviser firm of the North” for 2019 and 2020 as well as the “Professional Adviser Firm of the year-North-East” for 2019 and 2020.
The awards and accolades we have achieved are a testament to the quality of the work and service provided by our team to our clients and shows we are committed to being the best financial planning firm that we can be.
As a steadily growing financial planning business, we offer a superb working environment and ultimately a great opportunity for a Paraplanner looking for the next move. We will provide you with support and direction to help you develop your skills, with the ability to progress as the business grows and you will have ample opportunity to contribute to the development of the business.