We are delighted to announce that we have, once again, made it onto the Citywire Top 100 list – one of only four firms to do so every year since its outset in 2012!
Collated by the New Model Adviser publication, the list showcases the top 100 financial planning and wealth management firms across the UK each year. Firms are surveyed and analysed on a multitude of areas, spanning investment philosophy, training, fees, and client education, to name but a few.
Ultimately, the list aims to highlight and celebrate the best of the professional financial planning community, and we are proud to be considered as such. As always, we are dedicated to building and providing the highest level service for our clients.