We approached Clio in 2017 with an exciting opportunity to progress her financial planning career.

It started with a sit down to discuss her career aspirations and what she was looking for in a position. We helped outline this particular opportunity to move from banking into setting up an advice arm of a mortgage business. And, we even helped negotiate her remuneration.

Six months on, and Clio is doing great! It’s great to see her flourishing in her new role.