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Senior Wealth Consultant – HNW and Professional Partnerships

Our legacy gives us a deep understanding and unique insight in Professional Partnerships and the needs and requirements of their Partners. We are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition.

This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients.

We are a national firm of Wealth Advisers, andbelieve that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations.

As a challenger in...