The Grad Scheme: Simon’s Story

After graduating from University with a degree in Accounting & Financial Management, I wasn’t exactly sure which career path I wanted to take. All my uni friends were looking to secure jobs in the city with the usual big accountancy firms, but although I didn’t know exactly what it was I wanted, I was certain […]

Survey: Are you naturally compliant?

Take the Survey

As providers of paraplanning services across the UK, we understand the often complex relationship between advisers and compliance professionals. Priding ourselves on making the lives of finance professionals easier, we’re keen to further understand the current regulation landscape from your perspective and gain a collective industry perspective on how we all approach compliance. We’re firm […]