The team is:
The team all hold professional qualifications that demonstrate the knowledge gained from our 100 years plus of combined experience in financial planning. However, the real foundation for our business has always been the experience gained by dealing with real client situations, helping our clients achieve their personal objectives.
As well as 'old heads' who have passed many exams and attended thousands of hours of training, seminars, webinars and conferences to continually update and improve knowledge and skills, we are developing younger talent.
The first of our 'young minds' is Josh Butten, Keith and Linda's son. Josh is the youngest individual ever to have claimed all four of our industries headline qualifications. Those being Chartered Financial Planner, Chartered Wealth Manager, CERTIFIED FINANCIAL PLANNER and Fellow of the Personal Finance Society. Having proven our businesses ability to fast track young talent, we look forward to nurturing and developing more young talent in the future, on a route designed to give the very best possible career development.
The Milton Keynes team enjoys working at our rural location, with plenty of parking, easily accessed from the M1 (junction 13), A421 and Milton Keynes.
Importantly, the office provides a relaxed environment for us to consider our Clients life plans and to ensure that their Financial Planning is geared to allow them to enjoy their objectives.
We are always looking to meet likeminded people seeking opportunities in our growing business. We wish to play our little part in creating opportunities for talented people.
We currently have two opportunities for likeminded individuals to join our client focused financial planning business, if you would like to join us, or know somebody who you think would benefit from meeting us, please do get in touch.
If you have experience working in an advisory firm, hold suitable qualifications and like the idea of working with us, it is always worth contacting us.