Financial planning

Our Financial Planning team makes a real difference to people’s lives. Building strong working relationships with individuals and businesses to gain a good understanding of their needs, we help companies to grow and people to achieve their personal and professional goals. Planning for business success or a future without money worries isn’t easy. We use our expertise to provide clear advice in a complex world, helping people to make the right choices for the future and enjoy peace of mind.  

To join our high performing team, you’ll need to be a good communicator who can manage a busy workload, meet deadlines and provide an exceptional service. You should also have an eye for detail, enjoy helping people and have or be willing to work towards Financial Planning qualifications. As well as providing face-to-face consultancy advice, we maintain accurate records, create investment summaries and grow our dynamic and entrepreneurial business.

Business advice

Every year we help hundreds of businesses to start up and grow. Our Financial Planners, Accountants and Client Managers provide wide-ranging support to help our clients be more successful. As well as advising on tax, VAT, cash flow and funding, our expertise covers everything from assessing markets and preparing business plans to marketing, properties and employment.

Personal advice

Our trusted Financial Planners help individuals and their families to set out their vision for the future in terms of their lifestyle goals and the money needed to fund them.

We use our cash flow modelling tools to assess their personal finances and empower people to make sensible strategic choices for the future. We then create a plan for the future that puts people in control and incorporates all of their finances from pension plans, life assurance and endowment policies to with-profits bonds and managed portfolios. To help our clients stay on track we regularly review these plans and adapt things to meet their changing circumstances, so they can achieve their financial goals and leave a lasting legacy.

Typical roles:

  • Accountants
  • Client Managers
  • Financial Planners

"The management are willing to listen and understand your development needs."

Jonathan, Financial Planner

Meet our people