We're Pension & Retirement Planners and Pension Transfer Specialists, with a difference. We focus on our clients as individuals and what they want from life. Then we work out how to use their financial assets to get there.
We’ve built a great team of people along the way, which currently stands at 35 and growing. We have just moved in to our fantastic new bespoke premises with over 10,000 sq/ft of prime lifestyle financial planning space!
Demand for our services continues to grow which is great.
We have various roles across the business and are always on the look out for exceptionl people. We'll provide the necessary training!
As an employer we are committed to be a great place to work. We want our people to come to work every day feeling fantastic about what we do in an environment that is both professional and comfortable.
Our Core Values -
· We tell it like it is
· We simplify to empower
· We champion the human outcome
· We give warmth & comfort
· We put WOW in everything we do
To tell us about who you are and which of our roles interests you, email your details to firstname.lastname@example.org