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57 North Financial Planning jobs and careers

United Kingdom

About 57 North Financial Planning

57 North Financial Planning is an independent, client-focused financial planning firm based in Inverness, serving business owners and families across the Highlands and beyond. We specialise in helping people who have worked hard to build their success and now want clarity, confidence, and peace of mind for the future - whether that means planning for retirement, protecting loved ones, or making the most of life’s opportunities. Our approach is personal and down-to-earth. We believe financial planning should be straightforward, transparent, and personal to you, not simply what’s in your accounts. We take the time to get to know you, listen to your story, and guide you through life’s biggest questions - so you can focus on what matters most: enjoying the journey. As a team, we draw on decades of experience and the best available research to provide trusted advice and practical solutions. Our investment philosophy is built on evidence, simplicity, and keeping costs low - always putting your interests first. We’re proud to be part of the local community and are committed to supporting local causes and charities wherever we can. At 57 North, we’re here to help you simplify your wealth, and turn your hard work into lasting security, freedom, and a life well lived.

Employees
11 to 50
Headquarters
United Kingdom

Leadership

The top of 57 North Financial Planning's org chart, with how many people report into each leader.

JAPhoto of Jake Bernardi APFS

Jake Bernardi APFS

Director

Jobs at 57 North Financial Planning

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