Financial Advisor

My client is a leading London-based firm of Financial Planners, Wealth Managers, Tax Advisers and Accountants.

They thrive on finding solutions for the financial needs of individuals & families and businesses.

I am interested to hear from Financial Advisers who are looking to offer their clients more. They are able to provide clients with a complete financial planning service. This enables our Financial Advisers to increase their fee income without having to increase the number of clients they have.

Looking for Financial Advisors that hold CAS status

My client offers:

• A competitive and simple fee structure
• Full compliance and office function support
• Access to a wide range of additional financial services
• Tailored retirement strategies
• Potential for lead generation
• Inhouse investment management and IHT portfolios
• Ability to work with an experienced tax team to enhance financial planning outcomes

Apply for more information