It’s official! We’re (already) a ‘Top 100’ Financial Planning Firm! 🥂🏆🎉


We’re delighted to announce that we have been recognised by the Financial Planning industry press as a ‘Top 100’ Firm.

Citywire’s ‘New Model Adviser Top 100’ is our professions annual shortlist, designed to benchmark the very best businesses in the UK against each other.

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.

To feature on the shortlist evidences our belief that we have constructed a very special Financial Planning business which will serve our wonderful clients for many happy years to come. We are hugely proud to have built a business which has been recognised on the Top 100 list, just 8 weeks after we launched.

The Citywire panel assesses firms across the country each year, with particular themes for the 2018 assessment including;

“A clear strategy for growing the business; demonstrable succession planning; evidence of conversations about clients’ ethical investment preferences; a contribution to the profession through sharing best practice and holding roles with professional bodies; a commitment to client education; and a high level of qualifications among staff.”