Our highly experienced team work with you to deliver financial peace of mind so you can make confident choices about how you want to live.

Are you an adviser nearing retirement?

We’re all about nurturing new talent, and we want to give people starting out in financial services a step up the career ladder. We believe that the best way to do this is by learning from someone with years of experience behind them.

We’re searching for advisers who are around five years away from retirement and like our investment proposition. We’ll give you the chance to work with a trainee adviser, who you’ll help pick, and you’ll work for us while we train them up.

When the time comes for you to retire, the younger adviser will take over the reins, having worked through the company. If this is something you’d like to learn more about, then please fill in the form below and Tom will be in touch for a 15-minute chat.

The benefits of joining our trainee adviser scheme:

  • You’ll get to see first-hand the fruits of your labour by training someone from the ground up.
  • You can plan your retirement safe in the knowledge that you have the full support of our team.

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