Waverley Court Consulting are a specialist IFA Practice in Cardiff, who solely provide investments, pensions and tax planning advice. We are developing the practice and our next planned placement is for a senior adviser to join our happy team.
Are you an ethical and experienced adviser in the area, most likely in your 50s, possibly struggling under the compliance obligations, looking for help to ensure you provide your agreed client service proposition? You may have started to plan or are considering your options as per – an exit strategy – looking to find a safe long-term home for your clients? Looking for the peace of mind they will receive the care and on-going service you had always wished for them.
This is our story, we offer a robust and bespoke client experience with on-going advice, support, service and care as core to our proposition. We are looking for someone with the same values.
Since the late 1990’s we have grown a successful record of working with medium to high net worth individuals, all have joined our service through word of mouth and recommendations. We are looking for support in developing a financial advice team to provide on-going advice to both existing and future clients, and to help us develop the next phase for Waverley Court.
If you are looking for an opportunity to join and potentially, in the fullness of time, partially and/or fully retire and want a home for your clients but still maintain that relationship you have built up over may years and still benefit from any renewals and ongoing fees then talk to Darren Nathan to discuss how we may be able to help you. Telephone now on 029 2020 1240 or email : abillingham@waverleycc.co.uk
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