We will appoint two IFAs to join our Chartered Financial Planner in 2012. If you are determined to work hard and recognise that your success is best linked to your client’s growing wealth, get in touch.
Our client base comprises individuals across a wide range of ages/lifestyles and our speciality is income-investing as they dispose of their business/retire. Many of our clients don’t really recognise the concept of “retirement”.
To meet our clients’ needs efficiently and consistently, we have honed our investment portfolios for growth and income. Typically, customers value our custodianship of their hard-earned wealth, the house style is not aggressive but protective and our portfolios reflect that.
We also do our share of annuities, life assurance and mortgages, which make up c23% of products.
To apply, send a CV and covering email to firstname.lastname@example.org