Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

New Model Adviser® Top 100 List 2017

For the third year running, we are very pleased to announce that we are on the New Model Adviser® Top 100 list for 2017. The list highlights the best independent, fee-based wealth management firms in the UK.

For firms to be listed alongside the best, they need to show commitment to the profession, display strong qualities that set them apart, have excellent qualifications, as well as be able to detail key financials including funds under advice, total profits and percentage of recurring income.

The compilation of the list is undertaken by Citywire, a London-based financial publishing and information group who provide news, information and insight for professional advisers and investors globally. They also specialise in tracking the performance of fund managers.

To find out more, click on the link below: