Thomas and Thomas make the final cut for this years ‘Schroders 2017 Platform Awards’ – Leading UK Adviser Practice:
We are delighted to share wonderful news with all of our clients. In May, we entered the prestigious Platform Awards under the leading adviser (small practice) category. Some of you may recall that we made these finals and just missed out with second place in 2014.
This category is hotly contested by many IFA firms across the UK who believe they have something special to offer their clients. The submission was a one thousand word entry which targeted our ability to ‘Evidence that a first-rate customer offering is supported by platform(s) and other technology for processes such as research, model portfolios, benchmarking, reviewing, re-balancing and reporting.’
The entry also focused on our ability to deliver a compliant and profitable business to our clients.
We were informed late yesterday that we have made it through all the entries to the last handful of firms being considered for the leading adviser practice of 2017.
Darren will now travel up to London on the 5th of July to face a panel of judges for a full interview to tell them more about what we believe makes Thomas and Thomas so special.
The results will then be unveiled at a glitzy black tie event in the Hilton Park Lane on the 26th of September.
We will be sure to keep you posted, but we wanted to once again humbly thank all of our clients who make our small business so enjoyable, responsive and progressive. It is an honor to look after you all.
We also have a new starter joining our little team in just a couple of weeks…..more news to follow!
As always, we are here for you 100% if you need anything whatsoever.
Darren, Lisa and Katy.