Toft Financial

19/10/2021

We are delighted to announce the addition of Nathan Kennedy to the Toft Financial team. Nathan has recently completed his Masters Degree in Accounting and Finance. His role at Toft will initial be part Trainee Financial Adviser and part to research and technical support to help to provide a more comprehensive service to our clients.
Further information about Nathan can be viewed at our website -

Toft Financial Limited is an appointed representative of Keystone Financial Limited, which is authorised and regulated by the Financial Conduct Authority. Toft Financial Planning Limited is registered in England. Registered Address - 104 Grove Park, Knutsford, Cheshire, United Kingdom, WA16 8QB. Com...

19/01/2021

We are a firm of independent financial advisers and are looking to take on a Trainee Adviser at our office on King Street.
Potential candidates would need to have some experience in financial services (either working in an administration or support role at present and considering moving into an adviser role) or working as an adviser and not satisfied where they are currently. The role would be to advise clients (by phone/zoom etc. initially, but also face-to-face once allowed) on mortgages and life and health insurance. Training and clients would be provided. Salary is negotiable but the candidate would need to sit and pass professional qualifications and salary would reflect progress in this. Any potential candidates should email their CV to [email protected] (no agencies please)
Many thanks