We have been recognised as one of the UK’s leading financial advice firms, earning a place in the Citywire New Model Adviser Top 100 for 2024. This marks the ninth consecutive year we have been included in this list, celebrating the top firms in the wealth management and financial planning community.
Every year, the outlet not only looks at business data such as assets under advice, turnover and adviser numbers; it also evaluates other important aspects such as client treatment, staff development and a forward-thinking attitude to rank the most up-and-coming and fastest developing firms.