financial planners

Our financial planners give first-class advice to clients across the UK.

Established Financial Planners

If you are an experienced Financial Planner and you’re qualified to at least Level 4 with AF3 Pensions or equivalent, we want to hear from you.

We can support you in delivering advice without the heavy administrative burden. Our top-performing financial planners enjoy:

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Industry-leading levels of support

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Access to our high-net-worth clients
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Opportunities to develop your career through our leadership and management programmes
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Comprehensive skills and performance improvement training plans, including support in achieving chartered status

Aspiring Financial Planners

We are always looking for tomorrow’s Financial Planners. Our innovative Financial Adviser School provides training programmes for people looking to start or progress their careers in financial advice, giving them the skills they need for a successful career as an adviser.

Wherever you’re starting from, our Financial Adviser School is a great place to be. It’s why we work with the leading providers of professional and academic financial services qualifications.

Our Beliefs

We exist to help create prosperity and financial freedom for the generations of today and tomorrow. However modest or ambitious our clients’ financial goals are, we believe the best way to achieve them is by taking financial advice.

We also believe:

That financial advice is not about selling products, but is about helping our clients put a plan in place to achieve their aspirations
That better choice does not mean more choice

That expert investment solutions should be simply packaged

That award-winning service and measurable outcomes for clients should always offer good value
That a company’s value goes beyond making a profit

Our Values

Our three core values continually drive us in the way we behave with our customers, partners and each other.

Pioneering

Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.

Dependable

Bringing our expertise, care and judgement to guide us and our customers through complex and challenging times, determined to take people to a better place in their financial future.

Stronger together

Using our diversity and our relationships – learning from each other – to create one business with better opportunities for our people and better outcomes for our customers.

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