Telephone: 01676 532210 or 03300505040 (all offices)


Join Our Team

Due to expansion we currently have opportunities for Compliance, Administration and Advising positions.

Join Our Team

The success of our business is due to the combined greatness of our team, a blend of skilled, hardworking individuals with a passion for client support, high quality advice and strong portfolio performance.  If you have financial services experience and are looking for a new challenge in a supportive environment, allowing you to shine, reach out to us via email so that we can explore the possibilities over a virtual or face to face cup of coffee.

We are currently recruiting in all four key areas of our business: 

  • Provision of regulated advice
  • Compliance support and operations management 
  • Investment analysis and research, plus
  • Administration support

Please email a current CV to

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