We are incredibly proud to announce that we’ve been included in the Citywire New Model Adviser Top 100 for 2024. This prestigious list celebrates the very best of the UK’s financial advice community.
his accolade recognises firms that demonstrate outstanding achievements and leadership within the profession. The judges, using a methodology approved by AKG, evaluated firms on topics including:
- Qualified and experienced staff
- Robust investment propositions
- Client-focused service segmentation
- Effective use of technology
- Commitment to client education and professional standards
Thank you to our team and clients
To be named among the top 100 financial advice firms in the UK is a testament to the dedication of our team and the trust our clients place in us. It reflects our unwavering commitment to delivering exceptional financial planning services tailored to our clients’ unique needs.
We’re honoured to have been chosen and would like to say a massive thank you to our wonderful team and lovely clients!
