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Recognition from New Model Adviser for the fourth consecutive year

We are delighted to be acknowledged for the fourth consecutive year by Citywire’s New Model Adviser (NMA) as one of the Top 100 for 2019 in the professional financial planning community. In addition, this year we have received the NMA award for ‘Best Use of Technology’ in their ‘best-in-class’ recognition for firms who stood out in a particular area.

The Top 100 is NMA’s annual list of financial planning businesses they believe are doing a great job for clients whilst supporting staff and contributing to the profession as a whole.

James Roberts, Managing Partner, said:

“To continue to be recognised by New Model Adviser as a top 100 firm is a true delight. We put our clients first and have their interests in mind in every decision that we take and for this to be recognised by our industry body is great. Our business model is designed to ensure that our staff are supported and incentivised to work to their best potential and this shows through to how they support our clients.

Sustainability is important, not only in our investment decisions, but in how we operate our practice and to receive the best use of technology award is a great acknowledgement of the success we have had in this area. We were commended on how we have moved into the digital age, reduced our waste and undertake client review meetings on screen to reduce travel and our carbon footprint. The firm is doing all that it can to support the environment.”


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