Financial Planner

In 2010, we helped a Financial Planner join a successful regional advice firm. Seven years later, he became a shareholding director. Now he's asked us to help find the next generation of advisers who could follow in his footsteps. The business has grown significantly over the years and now manages around 1.5bn in client assets. It's Chartered and operates under the direction of a local management team. With several experienced advisers approachi...