Thinking of joining the journey?

Why us…

  • Our people are our greatest asset and will be the future of the practice. So, we expect and enable high standards of Professional Development; and can offer the pathway, network and mentorship to allow you to become the best you can be.
  • There’s nobody prouder of this profession than us and that’s recognised. Director Robin Melley is regularly invited to judge the Personal Finance Society Chartered Financial Planner of the Year Awards, after winning it himself back in 2013. More recent awards include the Chartered Insurance Institute West Midlands Financial Planning Company of the Year Award in November 2017.
  • We have a real appetite for continuously improving what we do and the service we deliver to our clients – a passion shared amongst the team who all get involved. It’s one of the reasons that National Savings and Investments (NS&I) appointed us to advise their monthly £1m Premium Bond Jackpot Winners.

Why you…

You’re ambitious and keen to reach your potential, willing to undertake the necessary professional examinations to ensure this – and relish the opportunity to play a significant part in helping this practice reach higher highs too as you further your career. You resonate with Our Values and evidence a results focussed resume so far, underpinned by bucket loads of passion! 


Current Opportunities


We are looking to recruit a Paraplanner (although we think Technical Consultant  is a better name) to join our team. Ideally we are looking for an individual qualified to Level 4 and making progress towards Chartered status. We have created a job description below to give you a broad understanding of the role.

Job Description

 If you would like to apply please submit the latest copy of your CV here and you will get a response from us within 7 working days. For enquiries please email or call us on 01746 712900. 


What team members say

“It’s a really unique environment that both our team and our clients benefit from – who are able to tap in to diverse skills, abilities and perspectives, leading to exciting levels of creativity and results.”


“Having only been here for just over 4 months I feel I have been welcomed into a family.”


“Relaxed atmosphere amongst lovely surroundings. Everyone works as a team and a can do attitude is adopted throughout!”


Hear what our clients have to say about us