Who we are

Part of the Eden Rose Group, our Wealth Management team combines international reach with genuine local expertise. Embedded in their markets, our consultants advise firms on talent strategy, regulatory-led hiring and long-term growth.

Through a relationship-led, consultative approach and deep sector knowledge, we deliver insight-driven recruitment solutions trusted by leading advice businesses across the UK.

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Our Roles & Specialisms

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Chartered & Diploma-Qualified IFAs

We support firms with growth, acquisition and succession hires, sourcing advisers aligned to both client proposition and long‑term strategy.

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Paraplanners (All Levels)

From junior to chartered paraplanners, we provide technical talent that strengthens advice quality, compliance and operational efficiency.

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Investment Managers

We place experienced investment professionals across discretionary and advisory models, aligned to risk frameworks and client outcomes.

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Compliance Managers & Monitoring Officers

We recruit senior compliance professionals who safeguard regulatory standards while enabling commercial growth.

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Technical Support & IFA Administration

We build robust back‑office and technical teams that underpin scalable, compliant advice businesses.

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Operations & Practice Management

From COO‑level hires to operational leadership, we support firms navigating change, scale and regulatory complexity.

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Family Office, DFM & Private Bank Wealth Roles

We deliver discreet, high‑calibre talent for bespoke wealth environments requiring trust, technical depth and cultural alignment.

Meet our experts

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Jacob McNally

Manager, North Region

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Lucy Warman

Managing Consultant - South East

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Alice Woodruff

Principal Recruitment Consultant - London

Cole Telford

Cole Telford

Senior Consultant - South East

Ameliah Yarwood

Ameliah Yarwood

Recruitment Consultant - North

Jack Dallimore

Jack Dallimore

Associate Consultant - South West

UK‑Wide Coverage, Global Perspective

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Through our position within the Eden Rose Group, we offer international reach while maintaining a firmly local focus. Our UK Wealth Management team provides region‑specific market insight, supported by global connectivity that reflects the increasingly international outlook of leading firms and professionals.

Regions We Support

  • North & Scotland: Led by Jake, with Sophie and Ameliah
  • Midlands: Jake
  • South West: Jack
  • South East: Lucy and Cole
  • London: Alice

This structure ensures clients and candidates benefit from specialist, on‑the‑ground expertise, backed by a truly global network.

Connect with Eden Rose

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