We are proud to launch our new bright to boosst Development Pathways, to train bright and talented individuals up to the very peak of the Financial Planning profession.

bright to boosst  is built upon all that we have learnt from growing Josh, Vicki, Gabby & Mel over the last decade. All boosst trainees are mentored by two Certified Financial Planners™ operating at the highest level of UK financial planning – one of whom will be appointed as the lead mentor for all training and development matters.

At the end of our development pathway, boosst trainees will be ready to transition to either a client-facing Financial Planner role or take a starring role as Technical Specialist.

boosst trainees who complete the bright to boosst programme will reach the pinnacle of the Financial Planning profession and achieve:

  • Certified Financial Planner™
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Chartered Wealth Manager
  • Certification to International Standard ISO 22222:2005

We are always keen to talk to candidates who have a passion for life and helping others.
Our team is growing and we’re looking for people just like you… 



For full details, download our bright to boosst brochure:




Let us know you’re interested! 

email: hello@boosst.financial and let us know what makes you the perfect candidate.