Tuesday, 20 August 2019 08:40
Growing Financial Planner calls for new Chartered recruits
Financial Planning firm Belmayne has appealed for experienced Financial Planners to join sit seeks to expand.
The Dronfield-based firm says it is seeking “financial experts with Chartered status” to help its team “deliver the highest levels of personal advice and client satisfaction”.
Belmayne partner, Martin Birch, said: “We can offer the perfect home to Financial Planners with the right ethos, who share our belief in putting clients first.
“Our tried and tested systems deliver the support advisers need to kickstart their career, move an established practice or discuss a retirement strategy.”
The Financial Planner was established in 2004 and is run by four partners who say they have “built their proposition fairly”.
The firm says it focused on “the aspects of Financial Planning that can be controlled, for example, risk, tax allowances and the costs of investing, to deliver a clear plan that gives clients the freedom to enjoy their retirement without worry”.
Mr Birch added: “We have spent many years refining each stage of our advice process and pride ourselves on going above and beyond our professional requirements to provide peace of mind.
“Currently, we are enjoying an exciting period of growth and would love to hear from anyone who shares our values and would like to join us on this journey.”
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