We’re thrilled to be chosen as one of the UK’s top financial planning firms by leading industry publication, Citywire New Model Adviser!
What does it mean to be included in the NMA Top 100? To build their list, Citywire New Model Adviser scours the country for the best of the professional financial planning community. They assess firms against a range of criteria, including team qualifications, client communications and professional standards. They also look for interesting and innovative ways of working within the field.
We’ve been acknowledged for our homegrown Directors and our restructure to become an Employee Ownership Trust, which means that half of our board members are now under 40 and female, and 60% of the business is owned by staff.
But what stood out most to the judges was our focus on helping our clients live their best years in retirement. They particularly liked how we put our money where our mouth is when we talk about retirement being an adventure – sharing bucket list experiences with our clients on our annual walking adventures and celebrating our clients’ different experiences and lifestyles in retirement in our print magazine, Unleashed.
It’s great to be recognised for our work in delivering genuine value to clients, and we thank Citywire NMA for continuing to celebrate the best of the financial planning community. Of course, we don’t do what we do for industry recognition, but it’s certainly nice to have!
Congratulations to our team and thank you to our clients – we can't do what we do without you!
