The good news keeps coming at the moment for our small firm. Having made it to February’s finals for the ‘Professional Adviser 2017’ awards, we have now also just been informed by Citywire that we have made it into the New Model Adviser Top 100 2016.
This award sifts through the thousands of financial planning firms around the country and settles upon the 100 who represent the best in the profession. It is a lengthy and considered affair that takes the Citywire team several months to research and compile.
Joanne Longmate – Publisher and Head of the New Model Adviser Channel – said:
‘The accolade recognises things such as profitability, the proportion of re-investment in to the business that you make, along with qualifications, commitment to the profession, and more emphasis this year on development of best practice. Congratulations once again!’
Darren now has one eye on the much coveted ‘New Model Adviser of the Year 2017’ award which we have won twice and been runners up for five times. He will travel to London in January to see how our little firm stacks up in this title.
Over the past ten years, financial advice firms have grown considerably as they have amalgamated and been bought and sold by investment companies. These days, a small family team such as ours is a rare sight. More scarce, however, is the small team that consistently challenges the big firms with innovation, prominent leadership and outstanding achievements.
We are proud to be truly different and to share this success in the end product of our award winning financial advice to our clients. We recognise that we would be nothing without them and so our starting point has always been ‘what do our clients need from us?’
As always, Katy, Lisa and Darren are here for you if you need anything at all. Our humble thanks to each and every one of our clients for being part of this adventure with us.