We are delighted that we have been recognised by the FTAdviser in their Top 100 list of Financial Advisers in the UK, their summary of some of the best advice firms in the country. 

The FTAdviser rankings consider financial metrics including asset retention, assets under management and growth rate.  This year, they continued the concept, which was introduced last year, to reward companies which are chartered. This provides an “indication of a firm trying to do the right thing by its customers” and ensures that financial metrics are not the only criteria. We have held our CII Corporate Chartered Financial Planners status since 2018. Chartered status is an indicator of the highest standards of learning and ethical behaviour across the professional landscape and we are pleased that our commitment has been acknowledged. 

We believe that this achievement fully reflects our commitment to our clients and thank them for their ongoing support.  

Please click here to access the full list.

 

The contents of the article have been prepared solely for information purposes. The article contains information on financial products and services and such information is designed for and addressed solely to individuals seeking generic industry information. This document reflects our understanding of current legislation. Past performance is no guide to future returns.