The Accelerate team is made up of a forward-thinking group of highly qualified and experienced paraplanners, administrators and compliance experts. We have a wide scope of expertise and pride ourselves on personal and professional development.
We have all worked within Chartered and FCA regulated firms and have a strong understanding of delivering exceptional service to clients, adhering to strict guidelines and principles, and ensuring that our work is compliant, ethical and of the highest standard.
Our experience is also unique, as we have all been able to work with many different types of clients, ranging from people just starting out on their financial journey, right through to high-net worth individuals who are in the lead-up to, and enjoying, their retirement.
We have an all-round knowledge of a vast array of financial strategies, including investments, protection, estate planning and mortgages. We also understand the need for clear communication and aim to present you and you clients with accurate, well-researched and well-informed planning.