Estate Planning

Your legacy. Their future.

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Investments

Manage investments. Achieve goals.

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Pensions

Plan for a better retirement.

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Solicitors

Legal protection for your wealth.

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Developing the next generation of financial advisers

If you’re passionate about a future in financial planning, then we want to be a part of that journey.

If you’re driven, dedicated and passionate about making a positive difference, then we can help you build a rewarding career in financial planning and wealth management. Our Academy programme allows bright and motivated individuals, like yourself, to undertake professional CII qualifications to become a qualified financial adviser.

We have a variety of schemes available to allow you to develop at your own pace, from our Fast-Track programme, through to our Apprenticeship Scheme or Supported-Learning programme. We even have our own in-house CII accredited trainer to support you in passing those challenging RO exams.

Begin a new career

Find out what it takes to join our Academy programme and start your journey towards an exciting new career today.