We are thrilled to announce that we have been recognised by the Citywire New Model Adviser Awards for the London region for the third consecutive year, which is an amazing achievement.
The awards recognise the top financial planning firms across the UK and are based on a number of factors, such as, the level of staff qualifications, having a well thought out investment proposition, a carefully segmented client base, use of technology, willingness to share best practice and to educate clients as well as investing in the next generation of new talent in the financial services profession.
James Roberts, Managing Partner, said “The Citywire NMA awards are the high watermark of judged awards in our profession. The team here have been amazing these last few years with technology transformation, the outstanding research of our PWM Green Matrix and the passionate care for clients throughout COVID-19. I am delighted for everyone in the firm.”
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