
Are you an adviser looking for a change?
If you’re a financial adviser seeking a new challenge, we could be the change you’re looking for.
We’re on the lookout for advisers who are passionate about building relationships with clients and making a real difference in their lives. All of our adviser roles are employed, allowing you to prioritise their own long-term financial stability. Does this sound good to you?
Why become one of our advisers?
We're a fully owned subsidiary of Lloyds Banking Group. Established in 2019, we’re a new company that’s going places backed by 400 years’ experience.
Our heritage
- Growth opportunities
- Employed model
- Our culture
- Training and development
- Flexibility

Our heritage may be 400 years old, but our approach is built for the future.
Our unique relationship with Lloyds Bank, Halifax and Bank of Scotland means that you have access to more people who could benefit from financial advice.
Our colleagues in the banking networks are in a great position to identify customers with financial planning needs and, if suitable, make an introduction to us. This allows you to focus on doing what you love – building relationships with the clients who are referred to us to help change lives for the better.

Rewards and benefits
We offer an industry-leading reward package that acknowledges great performance and enables you to choose benefits which suit your needs.
Highlights include market aligned salary, generous pension scheme offering up to 15% employer contribution, performance dependent annual bonus, 4% benefits allowance, private medical insurance and bi-annual health screening, life assurance, and 30 days holiday.

Why not join us?
Our ambitions are clear. We want to be one of the largest Wealth Management companies in the UK. That is why we pride ourselves on offering a market leading benefits package to attract talented people and ensure they continue their career with us.
