financial planners
Our financial planners give first-class advice to clients across the UK.
Established Financial Planners
If you are an experienced Financial Planner and you’re qualified to at least Level 4 with AF3 Pensions or equivalent, we want to hear from you.
We can support you in delivering advice without the heavy administrative burden. Our top-performing financial planners enjoy:
Industry-leading levels of support
Aspiring Financial Planners
We are always looking for tomorrow’s Financial Planners. Our innovative Financial Adviser School provides training programmes for people looking to start or progress their careers in financial advice, giving them the skills they need for a successful career as an adviser.
Wherever you’re starting from, our Financial Adviser School is a great place to be. It’s why we work with the leading providers of professional and academic financial services qualifications.
Our Beliefs
We also believe:
That expert investment solutions should be simply packaged
Our Values
Pioneering
Leading change and driving growth from the front, positively challenging industry convention to create new and rewarding opportunities for our customers and ourselves.