We are absolutely delighted that we have been announced, for a fourth year in a row, as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser.
The criteria for this year’s award covered investment propositions, fees, a high level of staff training and qualifications, demonstrable succession planning, client education, active consideration of a clients’ ethical investment preferences and the option of an investment proposition covering ESG (environmental factors, social responsibility and corporate governance) criteria and a clear strategy for business growth, for the benefit of clients.
We are thrilled that our continued efforts for the benefit of our clients have once again been recognised by a such a renowned industry body. We shall continue to improve our service and our offering to clients as we move into 2020, particularly with the development of our ESG portfolio options, the introduction of cashflow modelling for clients, the continued improvement and roll-out of our personal finance portal (PFP) and the expansion of our team to support clients.
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