We are delighted that for a fifth year in a row, we have been named as one of the top 100 UK financial advice firms in the UK by the respected Citywire company, New Model Adviser.
The criteria for inclusion in this prestigious top 100 was based on survey responses assessed using a point-scoring system, approved by AKG. The scoring examined evidence of well-qualified staff, robust investment propositions, carefully segmented client bases, good use of technology, willingness to share best practice, client education, as well as recruitment and contribution to professional standards. A weighting system is used to enable large firms to be compared with smaller firms.
We are proud that our continuing efforts for the benefit of our clients have once again been recognised by a leading industry body. We shall continue to focus on the delivery of excellent client service to complement our investment and financial planning advice as we move into 2021.
If you have any questions please do not hesitate to get in touch.