We are really pleased to be acknowledged by Citywire’s New Model Adviser (NMA) as one of the Top 100 for 2020 in the professional financial planning community for the fifth consecutive year.  

 

The Top 100 is NMA’s annual list of financial planning businesses which they believe are doing a great job for clients whilst supporting staff and contributing to the profession as a whole. Firms are assessed using criteria which includes robust investment propositions, highly qualified staff, good use of technology, willingness to share best practice, client education, recruitment and contribution to professional standards.

 

James Roberts, Managing Partner, said “We are delighted with this recognition from NMA. We aim to be sustainable while offering truly independent investment advice, and to be recognised as one of the Top 100 financial planning firms for five consecutive years by NMA shows that we are not only sustainable but achieving great results for our clients! 

​Sustainability is important, not only in our investment decisions, but in how we operate our practice. Our green credentials are second to none and we are working to ensure that we leave the planet in a better shape than today, whilst ensuring that our clients achieve their investment aims. We are excited to have developed our Green Matrix, which guides our clients through the sustainable investment maze while considering their ideal financial outcomes.”

 

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