Williams had been sales director and Larkin marketing director at John Charcol before starting the new wealth management business based in Hampshire.
The pair had joined John Charcol’s board in 2016 after selling their Southampton-based call centre operations Simply Finance Group to the broker.
Southampton transition
Williams said: “We both enjoyed our time at Charcol helping our Southampton staff and customers successfully transfer over, as well as working with some great people in London, but we felt the time was right to run our own business again.
“St. James’s Place was the ideal network for our move into wealth management and support our plans to rapidly grow the team and add funds under management.”
Larkin added: “We are looking to team up with mortgage advisers and other professional introducers whose clients need financial planning advice.
“We also offer a route for mortgage advisers who are at that point in their career where, with support and leads, they can obtain their diploma qualification and move across into financial planning.”
