Overview

• Founded in 2024 and headquartered in Cheltenham, England, United Kingdom
• Sole employee-operated firm addressing the impending retirement of nearly 50% of financial advisers within five years
• Specializes in financial services recruitment to maintain client service standards amid industry talent shortages
• Core mission focuses on connecting businesses with top-tier professionals to drive growth and client satisfaction
• Targets niche recruitment areas including Academy Hires, Experienced Advisers, and Operational Staff to combat sector challenges

Specializations

• Wealth Management recruitment
• Financial Planning talent acquisition
• Financial Advisory Services staffing

Services & Approach

• Academy Hires recruitment for entry-level talent development
• Support Staff placement emphasizing empathy and adaptability
• Operational Staff sourcing to maintain business efficiency
• Professional Services recruitment for specialized roles
• Experienced Advisers placement to offset impending retirement gaps