Careers & Locations


We pride ourselves on providing quality independent financial advice to clients, we are also a proud member of the UK's award winning Chartered Network – Best Practice IFA Group.  If you feel you can match our exceptional standards, we can offer you the perfect platform for your career.

If you are intersted in a career in financial services and you are proactive, motivated and enjoy helping people, then you have every opportunity of being successful in this industry.

We are particularly looking for individuals who have achieved Chartered Status or the equivalent Certified qualification, and we would also be interested in talking to individuals who are on the path to achieving either qualification in the near future.

We offer a variety of remuneration packages for the correct candidate and our door is always open to receieving your CV.

Equally, if you are coming towards the end of your career and are looking for a safe pair of hands to look after your clients and to continue to provide the same high standards of service and advice, we can structure a bespoke buy-out plan for your clients providing you with certainty when you are ready to retire.


Headquatered in Leeds, we predominately cover the whole of Yorkshire, with clients located in all four counties; North, South, East and West Yorkshire.

We also serve clients who are based further afield and welcome enquiries from the whole of the UK, as we are just a phonecall away and can also provide meetings via video link or skype on request, as well as secure online access to your investments 24 hours a day.