executive search agency
“A boutique executive search agency solely specialising in wealth management and the sourcing of qualified financial planners, para planners and practices to both independent boutique planning firms and major financial dealer groups.”


Being a boutique organisation specialising within wealth management our clients range from small independent planning firms all the way up to financial planning dealer groups.

We represent organisations looking for a range of needs:

  • Salaried financial planning and para planners.
  • Dealer groups looking to bring on whole practices.
  • Firms offering established client bases and equity.
  • Firms offering books for sale.
  • JV options with additional clients provided allowing you to maintain your own book, leverage/build from theirs and maintain equity with full office support.

Our boutique size means that we only deal with a handful of qualified candidates at one time and work hard to fulfill their career aspirations, offering advice on how to reach your career goals.

We pride ourselves on our reputation and candidates are key in that. Unlike some large generalist agencies we are honest, human and aware that your career and salary are fundamental aspects of your life.

We keep our promises to call you back, respond to your emails and keep you informed at every stage of the process, not leaving you hanging. You are a professional person, not a number, and we will treat you accordingly.

We acknowledge your resume submissions and come back to you because even if the current roles do not suit there will be opportunities in the future.

We only ever advertise “Active” roles. That means we will not waste your time by trying to attract you by “Bogus” adverts in an attempt to fill our database and waste your time.

We respect your privacy and career and will not market you out to organisations without your consent or suggest roles that will not result in your long term enjoyment.

We are upfront and honest. Knowing the current market, salary ranges and skills clients require we are here to offer you long term advice, just like financial planning.

We strive for referrals as this is how we develop our business and is the greatest compliment to our service.

Should you wish to learn more about how we can assist you or for current vacancies please contact us.