We are delighted to have been selected by national industry publication New Model Adviser as one of their Top 100 firms of the year. The selection is made based upon our firms qualifications, recurring income and commitment to our profession.
To quote Daniel Grote Editor of New Model Adviser “what we have arrived at are 100 firms that are at the top of their game. And you just have to cast your eye over the figures presented to see the success they are enjoying”.
Our inclusion is further confirmation that our commitment to professionalism, client care and independence is valued and also that we are amongst the very best in our industry providing initial and ongoing financial planning advice to high net worth individuals, trustees and charities.
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