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Wealth Management

Led by Managing Director, Anthony Clark, and supported by a team of researchers and consultants, our Wealth Management department have built an enviable track record working with some of the most well respected businesses in the industry.

Approach

Put simply, we are hugely proactive.  Our clients quite rightly expect a calibre of candidate who is often not going to be found through more passive methods of recruitment.  Our longevity in the market not only ensures we have a deep network of relationships, but equally a sophisticated ability to research and map hidden pools of talent.

Clients

Our typical client base is broad and encompasses boutique IFA's, national wealth planning businesses, private banking/financial planning companies as well as new digitally led propositions in the industry.  One commonality that they share is a desire to be best in class and to attract top tier professionals.

Roles

Board level Executives

Head of Financial Planning or Head of Operations

Director/Team Lead
Wealth Manager/Wealth Adviser
Financial Adviser/Planner
Paraplanner

David R. Little BA (Hons) FPFS
Partner, Chartered Financial Planner - Evelyn Partners

I had the pleasure of working with Danielle for the first time during my recent role change, and I cannot recommend her highly enough. From our very first conversation, Danielle demonstrated a deep understanding of the FP market, took the time to truly understand my career goals, and made sure I was represented well.

To say she is incredibly well connected is an understatement, she opened doors for me which I never knew existed. Her knowledge of the market is first class, really unmatched.

Danielle was proactive, patient (I was a challenge!), communicative, and supportive throughout the process, consistently presenting opportunities that aligned with my skills and aspirations. Thanks to her dedication and expertise, I landed a position that is a perfect fit—professionally and culturally. I am very happy in my new role. I am now looking forward to Mondays, not dreading them.

If you're looking for a recruiter who genuinely cares about your success and goes above and beyond to help you achieve it, I wholeheartedly recommend Danielle.

Contact The Team

Director, Financial Services

Danielle Pascoe - Griffiths

© 2023 by Synchronicity Group Ltd
 

5 Crays Court, Crays Lane, Goose Green, Pulborough, West Sussex, RH20 2GU

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