Celebrating our inclusion as a Top 100 Adviser

1st December 2014

PrintWe are delighted that the Citywire publication, New Model Adviser, has recently named us in their Top 100 which “celebrates the best of the professional financial planning community.”

Their methodology, which recognises firms’ profitability, assets under advice, recurring income, qualifications and commitment to the profession, is approved by actuaries AKG.

The editor, Alex Steger, says “The list we have arrived at showcases 100 firms at the top of their game.  This is not to say they are all the same.  What [they] all have in common is a strong commitment to the profession.”

The “Top 100” will take its place alongside our other 2014 successes, which include winning the New Model Adviser of the Year for the Midlands Region and a “highly commended” in the Professional Adviser awards.