It’s official! boosst is a ‘Top 100’ Financial Planning Firm… again!🥂🏆🎉
We’re delighted to announce that we have once again been recognised by the Financial Planning industry press as a ‘Top 100’ Firm for the fifth consecutive year.
Citywire’s ‘New Model Adviser Top 100’ is our professions annual shortlist, designed to highlight the very best Financial Planning businesses in the UK. Although the shortlisted Top 100 aren’t given rankings, the list aims to highlight the very best independent, fee-based Financial Planning firms in the UK.
Judges consider a wide range of factors covering our qualifications, experience, client feedback, fees, investment solutions and corporate governance.
To be featured again on the shortlist evidences our belief that we operate a very special business which will serve our wonderful clients for many happy years to come.
The Citywire judges assess firms from across the country each year and highlighted our;
- Growing team to serve our existing and new clients
- Our successful Summer Camp event, where we trained other financial planners from across the UK
- High adoption rate amongst boosst clients who have chosen to use our more sustainable ESG Portfolios – now at 75%!
