Enthusiastic about your financial wellbeing

The minute you meet us, you’ll see how passionate we are about finding the best solutions for our clients. We see every interaction with our clients as an opportunity to show our commitment.

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Our vision

We practice what we preach. Just as we are ambitious for our clients, wanting those we work with to achieve everything they want from life, so we are for our team and our company too.

Our goal is to be the leading financial planning firm in the Yorkshire area. We know we have the dedication and commitment to get there and our awards tell us we’re well on the road to achieving that aim. But like you, family and lifestyle is important to us, so we’ll only be happy if that success comes alongside a great work/life balance.

Just as we do with our clients, we insist our team take time to enjoy their life with those they care about, and support them in pursuit of their professional goals.

Interested in joining our team?

Do you share our values? Do you think you could enhance the service we provide for our clients? We’re always looking for talented new people to join our award-winning team.

Click through to find out more about who we’re looking for, and a list of our current vacancies.

Our current vacancies

Our values

Our focus is on you and helping you succeed. To ensure we have your success at the heart of our financial planning, we work to maintain six core values at all times:

Growth

We don’t rest on our laurels. We seek to continually improve our service to increase the value we are providing for our clients.

Quality

Every time we interact with a client we see it as an opportunity to demonstrate our commitment to excellence and attention to detail.

Integrity

We honour our commitments, even when difficult or costly. Where we make mistakes, we take responsibility and learn from them.

Respect

We treat others as we would hope to be treated ourselves. We show respect for our clients and colleagues, and listen to others’ opinions.

Care

Our team are made of individual gems who genuinely care. They work together, help each other and make the office a fun place to work.

Enthusiasm

We believe we work in the best company on the planet! We can’t help but spread our enthusiasm about our brand to all those we interact with.

Awards

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Winner for the North - New Model Adviser Awards 2021

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Winner for the North - New Model Adviser Conference & Awards 2020

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Winner for the North - New Model Adviser Conference & Awards 2019

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New Model Adviser Top 100 2020

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New Model Adviser Top 100 2019

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Professional Adviser Tax-Efficient Adviser of the Year 2021

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Moneyfacts Retirement Adviser of the year 2018

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Adviser Firm of the year – North East 2020

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Adviser Firm of the year – North East 2019

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Retirement Planner– Best Individual Pensions Advice Firm of the Year Award 2019 – The North and Scotland

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CISI Accredited Financial Planning Firm™ of the Year Award 2019

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Yorkshire Financial Awards – Best Employer 2019

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Best Client Engagement (Advisers) 2020

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Adviser Firm of the year – UK 2020

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New Model Adviser Top 100 - 2018

Ready to talk?

If you want to know more about getting the most out of your finances for your retirement, investing or estate planning, please get in touch. You can send us an email or use the direct message box at the bottom of this page. Or call us and we can chat through your needs and, if you are ready, make an appointment to better understand how we can help.

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