Good habits – writing a business plan

Following on from Robert’s article Exchange Street Financial Services Director Andy Taylor looks at how a business plan for a financial planner should be put together. Whilst writing a business for the first time sounds extremely daunting there are in fact a number of common sense concepts to focus on that will make it much […]


Financial Advisers – How to Stand Out From the Crowd

Exchange Street Director, Robert Perry has been recruiting Financial Advisers in all areas of the UK for almost 20 years. Robert takes a looks at the current job market and suggests how job seekers can give themselves a competitive advantage.   Over the past 8 years the job market for financial planners has had its […]


Writing A CV – Some Helpful Hints

There are many websites dedicated to the art of writing a CV and the generally accepted mantra is to “sell yourself” and “stand out from the crowd”.  Astute advice indeed, though one suspects that thoughts such as “be meek” and “blend in to the background” would be swiftly dismissed by even the least experienced of […]


July Highlights

July was a busy month at Exchange Street with a number of our successful candidates starting their new jobs. Special mentions go out to Tom in Lancashire who started his new Financial Consultant role with a national asset management firm after initially meeting them all the way back in January and Emily who had been […]