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Looking for a change?

Working Together

We are always on the look out for talented individuals to join our team.

We're a kind of laid back place to work, where you'll be treated as a valued and important part of the family, where your opinions will matter and your welfare is actually important to us.

As a family run company we understand that 9-5 doesn't work for everyone and believe that our clients should be our first and only priority, not the number of hours you've worked over your 'norm' this week or how many holiday days you didn't take!

We're currently looking for...


Employed or

Self Employed

Para Planner

Please complete the form below or contact the Office Manager Steph Burnett at or telephone 0161 507 7722

We look forward to hearing from you.

Thank you

You might currently be a tied or company Financial Adviser looking to improve the advice you can give to clients, or an existing IFA looking for a role with more autonomy and fewer 'targets'.  You will believe, like us, that providing well planned advice is far better than 'getting a sale' and your clients will be more important than your bottom line.  If this sounds like you, we'd love to hear from you.  We can offer either an employed or self-employed role.

Get in Touch

0161 507 7722

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