New Model Adviser® Award Winner!

17th January 2014

2014 has got off to a great start for us at Fortitude; we were awarded the New Model Adviser ® of the Year for the Midlands region at the end of last week.

140113 NMA Award Presentation

Neil attended the Conference and was delighted to accept the award from comedian Ed Byrne on behalf of everyone at Fortitude.  He commented:

“We are really pleased to have received this award because it is the firm that is being judged, rather than a particular individual.  This means that the success reflects well on the whole team, particularly when one takes into account the quality of the firms we were up against”

The judging criteria for the awards take into account both quantitative factors (such as profitability and funds under advice) and qualitative factors (such as adviser qualifications, client communications, processes and commitment to improving the profession).

One of the questions we were asked was “What makes your business unique?”

We believe that a business is made unique by the qualities and characters of the people within it. We have put a lot of effort into making sure that we have the best people doing the bits of the job they are best at. This gives our team members a feeling of engagement and the clients receive the service they deserve (and a level of personal care which they do not receive elsewhere in their lives).

Great service alone does not make a business unique, what we have is a combination of relevant experience and technical expertise, which combine to create the empathy and support that we provide for our clients at all stages in their lives.  Our clients recognise and appreciate that we have a culture where we really do care about doing the right thing right first time.

Fortitude has also made the shortlist for the Professional Adviser Awards, so please keep fingers crossed for us on the 13th February, when the winner will be announced at an awards ceremony to be held at The Brewery (no giggling please) in London.