About us
It’s the people that make a business what it is and our company is no different – our clients and team mean everything to us. We strive together and achieve together, working on our mission:
“To give great service, lead the financial services industry in innovation and have some fun doing it.”
Simple but powerful – and seen in all aspects of our work on a day to day basis, supporting our wider vision of being bold, confident and introducing new ways of working together within the ever-changing financial services sector. With over 12 years in the business and as one of the largest outsourced paraplanning companies in the UK, we’re well versed in providing world-class quality and supporting our clients. No matter the size of your business or the challenges you may be facing, we can help.
Values and behaviours.
We’re incredibly proud of our culture and have invested a great deal of time and resource in developing a framework to underpin every element of who we are as individuals, and who we are collectively as a business. How we approach recruitment, how we do business with clients and how we interact as a team are all guided by our company values.
It’s not something we simply pay lip-service to, it’s an integral framework – some would say, our DNA – which governs who we are and how we work.
The values we demonstrate at all times are;
Meet the team.
From technical researchers to paraplanners, parassistants, and amazing administrators, through our team you have access to a whole host of skills and qualifications. Consider them a bolt-on to your company, ready to support you and your clients.
