boutique 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.”


Many large generalist agencies focus on multiple industry sectors and are “jack of all trades and master of none.” We prefer to adopt a specialist approach and work in partnership with wealth management firms and qualified financial planners. Like financial planning, we adopt a long term approach where it is about adding value to organisations, the provision of high calibre candidates and by opening doors to help wealth management professionals reach their careers goals.

We provide recruitment solutions and are not target driven on a monthly basis, nor required to send volume resumes, leaving you to shortlist, but work in partnership to build your business and their career.

By listening to your needs and gaining an understanding of your firm we can then begin the search for planners that will compliment and add value to your organisation.

Sourcing of quality staff is much more than just advertising on job boards its about networking, referrals, and contacts.

The highest calibre candidates are often not trawling job boards or actively looking for work, but focusing on their career. We actively seek out these planners in order to strengthen your company and weaken your competitors, allowing them to achieve their career goals within your organisation and you to achieve your firms requirements.

Most of all we are up front and honest. If, in the rare occasion, we cannot match your requirements to a candidate we will be up front, honest and truthful, not wasting your time and ours by representing unsuitable people. Nor will we harass you on the phone daily but take time in our initial meet to understand your needs.

Our goal is to develop a trusted relationship, where you are assured our candidates recommendations will be the best fit for your organisation and where the resume takes second place. A cost effective specialised recruitment solution allowing you to focus upon your area of expertise, your business.