Great Place to Work - Trainee Paraplanner Perspective Financial Group Employee Review

None at all, not having a good experience.

They bought my old company, and all they care about was taking over the clients and how much they can earn from them. Including wanting to increase the charges. Did not care about the current staff, would not let advisers talk to their own clients and has lots of data that they shouldn’t have, even when they request it to be deleted. A very bullying, toxic environment.

In charge of your own destiny

Disjointed and not very smooth